Our Services and Value

Investment Strategy:

Some clients will have different products with differing fees, this is just a "ballpark estimate".

We give each potential client a personalized quote with options for your planning and investing needs.

Book an appointment to get a quote for your specific situation!

Up to $2 Million: 0.60-0.95% of AUM (Assets under management)

More than $2 Million: Negotiable

Initial Plan

Personal $500+

Business $1000+

Ongoing Planning

Annual Meet + Call us on occasion:                      $70/month

Quarterly/Monthly Meet + Full service planning:   $200/month+

A la carte Hourly:

Personal $150/hour+

Business $200/hour+

Financial planning offered through LPL Financial, a registered investment advisor.