How We Are Paid

Introducing Radical Transparency

Just as we have structured our business around you – your wealth and your goals – we have designed our fee structure to reflect our business values.

Your total annual fee is based on two components: a flat financial planning retainer for overall services and an optional investment management fee for investments we directly manage on your behalf.

  1. Quarterly Financial Planning Retainer (typical engagement ranges from $750 to $3,750 per quarter) – Rather than assessing a universal, one-size-fits-nobody price, we base your financial planning retainer on your unique circumstances. That way, you pay a fair rate for the time we spend advancing your interests, including initial planning, at least two annual progress meetings, and any other wealth planning needs that arise. A retainer allows us to have as much discussion as needed without concern of an increased cost.
  2. Investment Management Fee (optional) – We offer sophisticated investment management & advice – without the hassle, high fees, or high account minimums that typical advisory firms have.

We believe and it’s been our experience that your investment into our services will guide you to greater wealth and save you time and effort along your journey in life.