Personal Index Portfolios
| Assets Under Management | Fee |
| First $1 million | 1.0% |
| Over $1 million to $10 million | .85% |
| Over $10 million | Negotiable |
Financial Planning
Financial planning services are offered at no additional cost for clients with Assets Under Management of $500,000 or more, subject to limitations.
Clients with smaller balances may choose an ongoing financial planning relationship that starts at $125 per month. This subscription arrangement gives clients access to powerful financial planning tools like RightCapital, FP Alpha, and more. Asset minimums are waived for subscription clients.