Fee-Only Financial Planning Firm
We are a fee-only financial planning firm and have no asset minimums for client relationships. Our clients choose whether or not they want to delegate responsibility for investment management to us. Our service model is location-independent allowing us to work with clients anywhere in the United States.
Flat-fee planning available ranging from $2,000–$10,000 depending on complexity.
Asset Management
Financial planning is included at no additional cost with $250k assets under management.
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1M | 1.2% |
| $1M - $3M | 1.0% |
| $3M - $4M | 0.8% |
| $4M - $5M | 0.6% |
Tax preparation included at $500k assets under management.