It’s important to know what you are paying for, and how much you are paying for the overall wealth management experience.
Our Fees & Commission Schedule
ADVISORY FEES
FINANCIAL PLANS
Households under $1,000,000: $l,000 per plan
Households $1,000,000+: plans are complimentary
ADDITIONAL
We also manage aggressive risk growth accounts, usually in individual stocks, and ETF’s, to try to add alpha. These are almost exclusively commission-based accounts, and the rates vary from 1-3.75 % , depending on the size of the trade. These accounts are an optional strategy, and can be utilized or not depending on each client’s desires and goals.
