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Services and Fee Schedules

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.