We offer 2 pricing and service options to fit your personal needs.
Option 1 - Investment Management
Total Investment Assets | Annual Price |
|---|---|
$1 TO $1,000,000 | 0.50% |
$1,000,001 – $3,000,000 | 0.30% |
$3,000,001 AND ABOVE | 0.10% |
Investment Management - Services
- Investment planning, risk assessment, portfolio construction, and implementation
- Online access and performance reporting for your investments
- Low-cost, tax-aware, evidence-based investment strategy
- Ongoing investment management and rebalancing
- Daily monitoring for rebalancing opportunities
- Investment advice and monitoring of 401(k), 403(b), and 529 college savings plans
- Educational articles, videos, and curated information from a CFP® financial advisor with nearly 40 years of investment experience, so you can stay informed and build wealth smarter.
- Access to a CFP® financial advisor via telephone, email and Zoom video meetings
*Minimum total investment assets for the entire household must be at least $500,000 for our Investment Management Services.
$0 Hidden Fees + $0 Commissions + $0 Trading Fees = Honest Pricing
Option 2 - Wealth Management
Total Investment Assets | Annual Price |
|---|---|
$1 TO $1,000,000 | 1.50% |
$1,000,001 – $3,000,000 | 1.00% |
$3,000,001 AND ABOVE | 0.50% |
Financial Planning
- Retirement planning: When can I retire? How much do I need to save? Do I have enough to retire?
- Tax efficient distribution strategies in retirement
- Social Security optimization strategies
- College savings planning
- Budgeting and cash flow analysis
- Net worth analysis
- Debt management
- Insurance planning and review
- Online access to your financial plan
- Access to a CFP® financial advisor via telephone, email, and Zoom video meetings
Investment Management
- Investment planning, risk assessment, portfolio construction, and implementation
- Online access and performance reporting for investments
- Low-cost, tax-aware, evidence-based investment strategy
- Ongoing investment management and rebalancing
- Daily monitoring for rebalancing opportunities
- Investment advice and monitoring of 401(k), 403(b), and 529 college savings plans
- Educational articles, videos, and curated information from a CFP® financial advisor so you can be a more informed investor and build wealth smarter.
Taxes
- Free tax preparation, filing, and ongoing tax consulting with a CPA tax accountant
- Tax aware investing to maximize after-tax returns
- Direct communication between tax accountant and financial advisor so you don’t have to waste time each tax season
- Tax strategy planning for complex tax situations
*Minimum total investment assets for the entire household must be at least $1,000,000 for our Wealth Management Services.
What You Need To Know
- Total assets include all investment accounts that we manage or offer advice about.
- Pricing tiers are applied marginally for both options. As an example, for Option 1: Investment Management, a household with $2 million under management would pay 0.50% on $1,000,000, and 0.30% on the remaining $1,000,000 (total aggregate fee is 0.40% in this example).
It’s that simple. We don’t charge any other fees. Our clients receive a clear, easy-to-understand invoice every quarter. Please see our FAQ page for more details on our pricing.
As a Fee-Only fiduciary advisor, we will never sell you any products, we do not receive kick-backs or commissions, and will always work in your best interest. It’s what’s right, and it’s our commitment to you.
