Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Up-front, transparent and simple pricing, the way it should be.

Investment Management

Pricing based on total value of your accounts, or Assets Under Management (AUM).  There are no commissions, sales charges or hidden costs*:

$100,000-$250,000 - up to 1.4% of AUM
$251,000-$750,000 - up to 1.2% of AUM
$751,000-$1.25 million - up to 1.1% of AUM
$1.251 million-$2 million - up to 1% of AUM
$2.01 million-$5 million - up to .75% of AUM

Over $5 million - Negotiable, depending on complexity of situation

Financial Planning

One-time Comprehensive Financial Plan:

  • $2000 - $5000 (depending on complexity) - half due up-front, remaining due on plan delivery.

Annual Comprehensive Plan Update:

  • $1000 - $3000 (depending on complexity) - half due up-front, remaining due on plan delivery.

Quick Start Financial Planning Package

  • $500 - includes up to 3 hours, additional time billed at standard hourly rate below. Due at time of service.

Hourly Financial Consulting:

  • $200 per hour, billed in 30 min. increments due at time of service.
  • An estimate of time required will be provided prior to engagement.

Investment & Planning Packages

Investment Management + One-time Financial Plan

Clients with >$400,000 in AUM:

  • Investment Management - Standard AUM Fee + Free Annual Comprehensive Financial Plan ($2000+ value)

Clients with <$400,000 in AUM:

  • Investment Management - Standard AUM Fee + $1000 for Annual Comprehensive Financial Plan ($2000+ value)