Fee-Only & Flexible: A better way to help people

Transparency is the truest source of trust. We offer not just transparency – we offer transparent fees.

Investment Management: Exactly what to expect

We offer investment management services for those looking for an ongoing relationship. You can be comforted by the fact that we are compensated on a Fee-Only basis that ensures objectivity. Our independence assures you that no outside influences affect our recommendations. Fees are assessed as outlined in the following table.

Assets Under ManagementAsset-Based Fee*
First $1,000,0001.00%0.25%
Next $1,000,0000.80%0.20%
Next $1,000,0000.70%0.175%
Next $1,000,0000.60%0.15%
Assets Over $4,000,0000.50%0.125%

*Subject to a minimum annual fee of $2,500.

Questions about this table? Just ask. Like we said: it’s all transparent.

Hourly Planning: full range of solutions

We will meet with you in person, converse by e-mail or phone, spend time analyzing your situation and doing the research needed so that we can create the specific solutions and recommendations needed to address your questions and create a plan for you.

You will meet with us at a Get Acquainted Meeting so that we may provide you with a firm quote of the fee. Our hourly rate is $220, and typical plans range from 10-25 hours.

Life tends to become more financially complex as it marches on. Accumulating more accounts and investments. A progressing career offering better but more complex benefits: stock options, RSUs, deferred compensation, an HSA, and more. Additional financial goals to accomplish. We see that reflected in the quotes we give for our hourly financial planning services.

You might have more complex needs, perhaps a dozen different accounts and pensions requiring election planning help. You might like to create a retirement income stream while coordinating income sources like deferred compensation plans, stock options/RSUs, Required Minimum Distributions from IRAs, and Social Security Maximization strategies. While we help a lot of families like this, you can see this fee quote has the potential to be above the typical range depending on the complexity of your situation.