A Breakdown Of Our Fee Structure
When we say that our approach is always Simple, Actionable and Accountable, we actually mean that. To the right, we have listed our fee structure so you can see a breakdown and examples of what you can expect when we work together.
Comprehensive Financial Planning:
| Net Worth* | Annual Fee |
|---|---|
| $0 — $1,000,000 | $6,000 |
| $1,000,001 — $2,000,000 | $9,000 |
| $2,000,001 — $3,000,000 | $12,000 |
| $3,000,001 — $4,000,000 | $15,000 |
| $4,000,001 — $5,000,000 | $18,000 |
| Over $5,000,000 | $21,000 + $3,000 per additional million |
*Net worth is calculated as total net worth minus equity in primary residence. Our fee will increase by $3,000 for every million dollars of net worth increase over $5,000,000. Fees are annual and paid monthly, in arrears.
Comprehensive Financial Planning + Investment Management
| Service | Annual Fee |
|---|---|
| Investment Management | $2,000 |
*Fees are annual and paid monthly, in arrears. Investment Management is only available in conjunction with Comprehensive Financial Planning.”