Our Fees

We recognize that each client's needs are unique. That's why we offer a three-tier fee structure, which each model matched to the level of service you require.

  • Hourly rate: Clients seeking a one-time consultation or other service, such as developing a financial plan, can pay us for just as much assistance as they require.
  • Asset-based fee: Full-service clients, who receive everything from financial planning to investment management, may opt to pay a low, fixed percentage of their assets under management with us each quarter.
  • Retainer: The retainer arrangement is popular with clients who want to handle their own financial affairs, but who value ongoing oversight and guidance. It is also used with clients who have "held-away" assets, such as those in 401(k) plans.