FEES
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