Transparent pricing

You should always know what you pay.

We're fee-only: paid solely by our clients, never through commissions or product sales. One transparent fee, based on the assets we manage for you.

Portfolio management

Annual fee by assets under management

First $1,000,000 Assets under management0.89%

$1,000,001 – $3,000,0000.79%

$3,000,001 – $6,000,0000.69%

Over $6,000,0000%

Fees are billed monthly in advance, based on your prior month-end balance, and deducted directly from your account by your custodian. At our discretion we may combine the account values of family members in the same household, which can move you into a lower tier.

Financial planning

Planning is included — or available on its own

Every portfolio management client receives financial planning at no additional cost. If you'd prefer planning without portfolio management, we offer two standalone options.

Included

For portfolio clients

Comprehensive financial planning is built into your assets-under-management fee — there's nothing extra to pay.

Fixed

$1,000 – $10,000

A one-time fixed fee scaled to the complexity and scope of your plan, ending at delivery.

Hourly

$395 / hour

Estimated up front and invoiced on completion — for focused, single-subject questions.

All fees are agreed in advance and stated in your written agreement. Fund and ETF expenses, custodian fees, and transaction charges are separate and are not shared with our firm. Full detail is in our Form ADV Part 2A.