What We Charge
For those wishing to work with us as their sole investment advisor, we offer our services at a percentage based on the amount of assets under management. In addition, we offer certain services at an hourly rate, based on the service provided.
Our All-Inclusive Asset-Based Pricing*
Assets Under Management | Fee Percentage |
$0 – $99,999 | 1.65% + $150 annual maintenance fee |
$100,000 – $499,999 | 1.60% |
$500,000 – $1,999,999 | 1.50% |
$2,000,000 – $2,999,999 | 1.40% |
$3,000,000 - $4,999,999 | 1.15% |
$5,000,000+ | Negotiable |
*This rate pays for (1) our investment advisor services (2) SEC affiliate and oversight (3) Custodial Costs at Fidelity (4) Ongoing Financial Planning for accounts over $100,000 (5) Reduced pricing on annual tax return
Hourly Rates
Tax Consulting with a CPA
$250/Hour OR $150/HOUR FOR FINANCIAL CLIENTS
Financial Planning with an Investment Advisor
$350/Hour OR FREE FOR FINANCIAL CLIENTS
Personal Tax Return Pricing
Interested in working with our in-house CPAs and tax professionals year-round or just during tax season? We’ve broken our pricing down into transparent hourly pricing, based on whether you’re new to our firm or a current financial planning client.
