Fees

Fees

One All-Inclusive Fee Covers ALL Of These Services:

  • Create a financial plan that balances current and future ambitions
  • Build and overseeing your investments
  • Minimize your tax liability
  • Create a legacy and estate plan & partner up with your attorney
  • Identify solutions to protect you, your loved ones and your resources

Advisory Fee Overview

AUM

First $500,000


Next $1.5 million


Next $3 million


Above $5 million

AUM Percentage

1.25%


1.00%


0.85%


0.65%

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