Our Services:

 

Comprehensive Wealth Management
We work with you to build a customized financial plan that defines your goals and sets you on a path to pursue them. We then design an investment portfolio to support that plan. As your life and the markets change, we continually review and adjust both your plan and your portfolio to help keep you on track.

Planning-Only Engagements
Prefer to manage your own investments? We also offer one-time financial plans and ongoing planning engagements on a retainer basis. You get the same in-depth, customized planning, and you stay in control of implementing it on your own.

Below is our fee schedule for investment advisory accounts. For a full breakdown of what is included, click the "our services" link above:

Tier	Breakpoint	Fee
1	$0 - $250,000	1.25%
2	$250,001 - $500,000	1.00%
3	$500,001 - $1,000,000	0.90%
4	$1,000,001 - $2,500,000	0.60%
5	$2,500,001-$5,000,000	0.40%
6	$5,000,000+	0.25%

 

Actual fees may be higher or lower depending upon each client's specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.