Our Pricing Schedule
We work with clients that want ongoing wealth management services. As fee-only advisors, we are only paid by our clients, not by commissions or product sales. Our fee for ongoing wealth management is paid from your investment accounts as a percentage of the assets we invest for you.
Getting Started: Organization and Strategy
To get started we develop an initial assessment that provides us with insight for the organization and strategy phases. Over the course of about eight weeks, we work with you to design a strategy to reach your goals. The time needed depends on how quickly we receive financial information and your flexibility to meet.
You receive the guidance of four professionals working together to build your plan. We use a combination of interactive software, custom reports, and discussions about your options. Through strategy meetings, we learn what's most important to you so your plan fits your unique goals.
Ongoing: Implementation
During the organization and strategy phases we begin to transfer your accounts, just as they are, to the custodian we use, Charles Schwab & Co., Inc. This saves you time from providing multiple statements for the same accounts. After your initial assessment we move into implementation of your plan, which includes tax efficient investment allocation changes.
The same level of expert guidance and comprehensive analysis you receive from our initial assessment now continues all year, every year. We will continue to meet with you and update your plan. No matter what happens throughout the year, we're always one call or email away, whenever you need us.
Here's our schedule of tiered fees for our ongoing service:
| Combined Account Value | Annual Wealth Management Fee |
|---|---|
| $0 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.80% |
| Over $3,000,000 | 0.60% |
Ready to take the next step?
Schedule a quick call with our financial advisors.