Prices

Fees matter. And while we are not a discount service, we care about doing an excellent job at a great price. This is why we are priced well below the industry average of 2 to 2.5% per year. For our full-service clients we do our best to keep fees within 1.5%. 
 

Fees typically decrease as the amount of assets under management increase. For instance, the typical structure is as follows:

  • 1.5% for those with $100,000 to $1,000,000 

  • 1.3% for those with $1,000,000 to $2,000,000

  • 1.1% for those with $2,000,000 to $3,000,000

  • 1% for those with over $3,000,000

For clients looking to pursue insurance products, we are compensated directly from whichever insurance company we choose to use. 

 

It should be noted that we don't want to limit our clients' options. So, while we do have a bias towards lower fees, some clients may choose to utilize options that come with a higher fee structure. But, of course, that's totally their call. Fees for full-service clients always include discretionary portfolio management from whichever portfolio management firm we agree is the best fit for you.