How We Are Compensated
We have three ways you can hire us: Assets Under Management, One Time Fee for a Financial Plan, or Hourly
The first is a One time Financial
planning fee.
$1450/ ind, $3450/ family, $5550 small business and $8000 corporate plan.
The second is to manage your investments and the financial plan is included
You pay a fee between 1-2% of your assets under management (AUM). The initial Financial Planning fees (above)are waived with a minimum asset transfer/deposit of $250,000
We also offer a 1-2% fee of annual income for highly paid execs or physicians who don't have the assets accumulated yet.