Fees

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We strive to provide the highest level of service clients have ever experienced in an advisory relationship. They deserve this, whether they are new or existing clients. To that end

  • we advise on portfolios with a minimum value of $250,000.
  • initial comprehensive financial planning services are established at an hourly fee or on a project-oriented basis. Typical fees average $5,000, and can be higher for more complex cases.
  • annual retainers for financial planning may be negotiated, depending on clients' needs and circumstances.
  • investment advisory fees are as follows:

- 1% per year on the first $1,000,000 plus

- .80% per year on the next $4,000,000 plus

- .60% per year on the next $5,000,000 plus

- .50% per year over $10,000,000 (We will negotiate our fees for accounts larger than $10,000,000.)

Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More