Fee Structure

Investment Management Fees - $200,000 minimum investment

1.20% on the first $1,000,000

1.00% on the next $500,000 

0.80% on the assets above $1,500,000

Financial Planning Fees - No minimum investment requirement

Comprehensive Initial Plan Starting at: $1,500

Partial Plans & Tax Planning: $300 per hour

Tax Preparation Fees 

Flat fee based on complexity of return

*Tax Preparation services provided exclusively for our investment & financial planning clients only