Skip to content

Fees

Your planning and/or investment management cost will be determined based on client complexity. Factors considered include: financial goals; composition of assets, liabilities, income and living expenses; number and type of accounts; organization of information provided; number of household members; and financial planning needed.

Generally the cost is a fixed retainer.  If you prefers, the cost can be based on an hourly charge (generally $250.00 per hour). Our experience is that client participation is increased when the cost is fixed at the start of our relationship.

A portion of the cost will be paid before any services are performed.  The balance is payable when recommendations and observations are presented.  Depending on the specific agreement, additional fees may apply after the initial meeting to discuss the observations and recommendations.

The agreed fee and services to be provided will be reflected in a written Agreement prior to the services being performed.

The minimum comprehensive financial planning fee is $2,200.
The minimum project-based financial planning fee is $250.
Our current hourly rate is $250.

Portfolio Management Services costs are provided based on a fixed retainer. Fees may be negotiated based on unusual and unique individual circumstances.

Investment Analysis Services fees are determined based on the complexity of the situation. Factors considered include: financial goals; composition of assets, liabilities, income and living expenses; number and type of accounts; organization of information provided; number of household members; and financial planning needed. The fee can be determined based on an hourly charge, or fixed retainer as mutually agreed to prior to the services being performed.  A retainer will generally be required before the services are performed. Additional fees will be billed monthly if the fee is based on an hourly charge. The balance will be due at the time of a meeting to discuss the initial observations and recommendation.

The minimum fee for investment analysis services is $250.

KNOWING YOUR PLANNING FEES UPFRONT CAN MAKE ALL THE DIFFERENCE.