Our Advisor Model

Our fee structure is designed to be straightforward, aligned with your best interests, and easy to understand. As a fee-only firm, we are compensated directly by our clients, not by commissions, products, or third parties. This means our advice remains objective, and our success is tied to helping you make consistent, informed financial decisions over time.

Two services. Two clear fee structures.

We deliver two distinct services. Each is priced based on the work involved, and clients can engage one or both depending on what fits their situation.

Investment Management

One transparent fee. One relationship. One person accountable for your entire financial picture. For clients who engage us to manage their investable assets, fees follow a progressive, tiered structure where different portions of your portfolio are billed at different rates. As your assets grow, your blended fee becomes more efficient.

That fee covers everything:

Portfolio

Fee Rate

$0 – $500,000
1.25%
$500,001 – $2,000,000
0.85%
$2,000,001 – $3,000,000
0.75%
$3,000,000+
0.50%

Financial Planning

For clients who want comprehensive financial planning on a project basis, or for those building toward investment management with the firm, financial planning is offered on a flat-fee basis.

The initial plan covers your full financial picture, including retirement, tax, estate, insurance, and workplace benefits. The ongoing fee continues the relationship through annual reviews, life-event planning, and the coordination with your CPA, attorney, and other professionals throughout the year.

Service

Fee*

Initial financial plan
Starting at $4,750
Ongoing planning and quarterback coordination
$2,500 per year
*Fees are negotiable. Please refer to our Form ADV and Client Relationship Summary for additional information regarding fees, services, and related disclosures.

Aligned by Design

Your advisor is compensated directly by you, supporting objective, client-focused guidance

Your plan is free from commissions or third-party incentives

Your costs are tied only to the assets we manage

Your effective rate becomes more efficient as your portfolio grows

Your strategy is built to grow and protect wealth over time

Getting Started

Let’s plan for your vision.

Let's Meet