No surprises. No hidden costs. Just straightforward pricing that aligns our interests with yours.
Annual fee on assets under management up to $1.5 million
No additional fees on assets above $1.5 million
Minimum Account Size: $500,000
Our fee is calculated as a percentage of assets under management and is billed monthly in arrears.
We are also insurance licensed. In some cases, insurance products may result in commissions, which are fully disclosed in our advisory agreement and regulatory documents. You are under no obligation to purchase insurance products through us.
We're happy to walk you through our fee structure and answer any questions you have.
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