Understanding Our Fees

Financial Planning

The majority of new client relationships start with the creation of a financial plan. The fee for this plan is based on the complexity of a client’s situation. The initial fee for this service typically ranges between $1,500 and $5,000. After our initial, no-cost, no-obligation discovery meeting, we will be able to quote you your fee for financial planning.

Transition Planning

Transition planning is charged on an hourly basis. At our initial meeting, we will assess the length of time we think we will spend assisting with your transition needs. 

Investment/Wealth Management

Our Advisory Fees cover investment management and financial planning. Fees are charged as a % of the assets we manage. Fees are charged against the asset account value and are split on a quarterly basis. Our fees range from .6% to 1.3% annually depending on the value of household assets that we manage. In some instances, we may charge a flat fee* for services.(*Note that nominal transaction charges and internal expenses charged by certain investment products may apply.)

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