As a fee-only fiduciary, we are committed to total transparency, which is why we believe fees should be clear, fully disclosed, and aligned with your goals. That’s why we openly share our fee schedule. Unlike commission-based advisors, our focus is on helping you meet your financial goals, not making a sale.
HOUSEHOLD PORTFOLIO VALUE
$0 – $ 250,000
$ 250,000 – $ 1,000,000
$ 1,000,000 – $ 2,000,000
$ 2,000,000 – $ 3,000,000
$ 3,000,000 – $ 4,000,000
$ 4,000,000+
FEE
1.25%
1.00%
.90%
.80%
.70%
.60%
No Platform Fee
In addition to our transparent fee structure, we do not charge a platform fee. This ensures that the fees you pay are solely for our advisory services and are directly tied to the value we provide.