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Services and Fee Schedules

Financial Planning Fees

Initial comprehensive financial plans start at a flat fee of $3,000 and range to $7,500 for more complex family situations. All plans are quoted up-front, with half of the fee due upon signing the formal engagement letter, and the other half due upon presentation of the financial plan.

Once the initial plan is completed clients may choose an ongoing program for implementation and monitoring that starts at $1,200 per year, billed monthly. 

Ad hoc planning is available at an hourly rate of $400, subject to a two-hour minimum.   

Personal Index Portfolio Fees

Assets Under Management Fee
First $1 million 1.0%
Over $1 million to $10 million .85%
Over $10 million Negotiable

Financial Planning clients are not subject to $500,000 minimum balance requirement for investment management