Fees

We have a transparent fee structure. Fees are determined by the number of hours needed, level of complexity, and services needed.

Advice Only:

For financial planning services only, our hourly billable rate is $350, with a minimum fee of $5,000.

Wealth Management:

Fees are calculated using an AUM model (fees are based as a percentage of assets under management)

Tiered fee schedule as follows:

  • First $1.0M at 1.00%*

  • Next $5.0M at 0.75%

  • Next $10M at 0.50%

  • Next $20M at 0.35%

  • Thereafter at 0.25%

For total investable assets over $100M, please reference our Family Office services

*Minimum fee of $8,500

Family Office & Trustee Services:

Fees are structured based on the breadth of services required.