Wealth Management encompasses investment management services and financial planning to clients with more than $500,000 in assets to manage.
$500,000 - $1,000,000.....................................................1.00%
$1,000,001 - $2,000,000..................................................0.90%
$2,000,001 - $5,000,000..................................................0.80%
$5,000,001 - $10,000,000................................................0.70%
$10,000,000 and above...................................................TBD
Financial Planning involves an evaluation of a client's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.
One-time production of Financial Plan (without assets under management).
Recurring fixed fee for ongoing financial planning (without assets under management).
Hourly fee for financial planning (without assets under management).
One time service available to clients looking to address specific questions or issues, (e.g., college planning, student loan analysis, employer stock plan analysis, etc.) and is designed to support those with limited scope or modular financial planning needs (without assets under management). *This fee can be applied to the cost of a project based financial plan, if a more comprehensive plan is needed.
Investment Management provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client.
$0 - $1,000,000.............................................................1.00%
$1,000,001 - $2,000,000...............................................0.90%
$2,000,001 - $5,000,000...............................................0.80%
$5,000,001 - $10,000,000.............................................0.70%
$10,000,000 and above................................................TBD
Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. Please see our Form ADV in the footer for more details.
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