Broker Check

Our Compensation

The majority of our compensation is derived from a fee based on the assets under management in advisory accounts. This fee structure is designed to align our clients' goals with our practice.

Comprehensive Wealth Management

We offer a comprehensive wealth management service which incorporates our financial planning services. Our fee percentage remains fixed within the range of 0.5% to 1.25% based on the assets under management. This ensures a fair and transparent compensation model.

Our tier-based fee structure rewards our clients' success. As assets reach higher tiers, the fee percentage may decrease within the predetermined range. This approach emphasizes our commitment to aligning our interests with our clients' financial growth, fostering a stronger partnership towards achieving long-term financial goals.

Hourly Financial Planning

For clients seeking only Financial Planning advice, we offer our planning services on a limited, as-needed basis at an hourly rate of $300.  We will provide you with a project fee based on the anticipated time needed to complete your desired tasks, typically ranging from $1500 to $6000. Our fees are based on the actual time spent meeting with you, researching and analyzing your financial situation, and creating customized recommendations and implementation assistance, as required.

At the outset of our engagement, we will provide you with a detailed and accurate estimate of our service costs to ensure full transparency. Our goal is to provide top-notch, tailored service to meet your unique needs and goals, every step of the way.