PLANS & PRICING

1.25% OR LESS
PORTFOLIO MANAGEMENT + FINANCIAL PLANNING

Account Value

Annual Advisory Fee

$0 - $500,000

1.25%

$500,001 - $1,000,000

1.00%

$1,000,001 and Above

0.90%

FLAT FEE FINANCIAL PLANNING

Our flat fee financial planning pricing structure allows you to pay based on the financial advice you need, not how much money you have.

We don't have to manage your assets either.

The cost for flat fee planning is based on the complexity of your situation. Flat fee plans begin at $200 monthly.at