Planning Fees
Our minimum annual fee is $7,500 per year, paid quarterly or monthly (your choice). Since we charge 0.75% for the first $3m under management, a client with a portfolio valued at $1,000,000 or less would pay the $7,500 minimum.
If your portfolio (not including active 401k or other workplace retirement accounts) is more than $1 million…
Advisory service fees are assessed on a tiered schedule and are based on the amount of assets we manage on your behalf. We charge one fourth of the fee in advance each quarter, based on your portfolio’s value at that time.
0.75% on the first $3,000,000
0.25% on the next $12,000,000
0.15% on anything above $15,000,000
The advisory fee is a blended tier. For example, for assets under management of $3,500,000, a client would pay 0.75% on the first $3,000,000 and 0.25% on the remaining balance.
Let’s chat.
Our Intro Call is a quick, casual convo to see if we’re a good match. Tell me a little bit about what’s going on in your financial life and what you hope to get out of a planning relationship.