Schedule a callStraightforward pricing
Choose investment management or a flat annual financial planning fee. We make the structure clear before you engage.
Assets under management
A blended rate: each percentage applies only to the portion of your portfolio within that tier.
$250,000 account minimum. The minimum may be lowered or waived in certain circumstances.
| $0-$1,000,000 | 1.25% |
| $1,000,000-$3,000,000 | 0.80% |
| $3,000,000-$10,000,000 | 0.40% |
| $10,000,000.01+ | 0.00% |
1.25% on first $1M = $12,500
0.80% on next $500K = $4,000
1.25% on first $1M = $12,500
0.80% on next $2M = $16,000
0.40% on next $2M = $8,000
Blended across all four tiers, including 0.00% on assets above $10M.
About 0.28% effective rate · $56,500/yearExamples are illustrative only. Actual fees are determined by the signed advisory agreement and may vary.
Financial planning fee · No AUM
Each plan is billed monthly. The first two months are due at signing, with the remaining ten payments beginning in month three.
Career & Retirement
$250/month · no AUM, no account minimum
How billing works
Business & Succession
$500/month · no AUM, no account minimum
How billing works
Business & Succession carries a higher fee because its broader scope includes business tax planning in addition to individual tax planning, not instead of it.
A simple first step
We’ll walk through your situation and recommend the structure that makes the most sense. No pressure and no surprises.
Schedule a discovery call