Fee Structure

Investment Management Fees - $750,000 minimum investment

1.20% annual on the first $1,000,000

1.00% annual on the next $500,000 

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

Financial Planning Fees 

Comprehensive Tax, Financial & Retirement Plans Start at: $1,500 - $300 per hour

(Offered to Investment Management Clients Only)  

Tax Preparation Fees 

Flat fee based on complexity of return

 (Offered to Investment Management Clients Only)