Our fees are published in our filing, form ADV Part II. The minimum annual fee per household is $3,000 and for businesses it is $8,000.
We charge an initial setup fee of $2,000 for each personal client relationship to cover initial portfolio reviews, suggested allocations, and the establishment of initial asset mixes. Investment management fees are designed to be attractive and are available upon request.
We often perform specialized studies related to financial planning, investing, and insurance solutions for both businesses and individual investors. Many financial plans and ad-hoc consults fall under a fixed-fee agreement. The rate for financial plans is one-quarter of one percent of a client's total net worth, with a minimum fee set at $3,000.
The rate for a senior, credentialed advisor is $200 per hour; others, including non-credentialed associates bill out at a lower rate.
A Registered Investment Advisory Firm. Please see our Disclosure Page. Not available in all states. Telephone 301.263.1170