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 (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.
