Our Fee Schedule

How much does it cost to use a Financial Advisor?

Curious about your fees? Fees play an important part in your overall return. They should NEVER be hidden or a moving target. We are always up front and transparent.
The first consultation is free. During that meeting you will decide upon what, if any, level of service and fee structure is right for YOUR situation.

Three Levels Of Service

1. Ongoing Financial Management (flat fee based on portfolio size)

You can have an ongoing financial management relationship with our firm, with a fee that goes up when your balance increases and goes DOWN when your balance decreases.

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2. Brokerage (commission)

You can dock your investments in a safe place, and we will take care of them on a commission basis.

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3. Consulting (hourly)

You can pick and choose services with an hourly rate for each one.

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