Fee-Only. no surprises.
Our Fees

We pride ourselves in honest recommendations and transparency. So here's what you need to know about our fees.

Being a Fee-Only Best Interest Advisor means we aren't compensated for selling you specific financial products. Because of that, it is regarded as one of the most transparent pricing models for clients. So this is what you can expect: We only bill for assets invested with us and that covers everything. No additional annual fees, no account set-up fees, no account maintenance fees, no fees to build financial plans.

Cost Of Service

We bill for assets invested with us and that covers everything.  No additional annual fees, no account set up fees, no account maintenance fees, no fees to build financial plans.

Fees

Our fee starts at 1% per year of assets invested with our firm - it drops from there depending on a few things. 1% per year, of the total account balances. This adds a higher level of incentive for us. If your account balance goes down, we make less money; and on the flip side, if we allow for steady and consistent growth our pay will rise too.  (ex. A client who has $50,000 invested with us has approximately a $500 fee per year.)

Freebies

There are a couple free services that investing clients of ours take advantage of:

  • Estate Planning
  • Tax Coordination
  • 529 Plan (College Savings)
  • 401(k) Plan (Retirement)

Minimums

Our minimums are $50,000 of investable assets for new clients. There are some exceptions to this: if you are referred from another client or you are taking steps to really change your financial life for the better.

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