No Commissions. No Hidden Fees.
We believe you shouldn’t have to hunt all over the internet to find an advisor’s fees. We are committed to giving you the best holistic wealth and investment advisory experience in the industry.
We offer services to accommodate your needs, no matter where you are on your financial journey.
| Individuals | Couples | |
|---|---|---|
| Quarterly Planning Fee | $1,250 | $1,500 |
| Investment Management | First $500,000 covered by planning fee | First $600,000 covered by planning fee |
| Investment Management Fees | Start at 1% of assets over $500,000 | Start at 1% of assets over $600,000 |
| Standard Tax Prep | Included | Included |
Powered by our partnership with EncoreEstate. We facilitate the creation of a full estate plan, documents included, all in-house. This service is currently only offered to clients who go through the planning process with us or who are enrolled in Private Wealth Advisory Services. Pricing is as follows:
Estate Plans include your Advance Health Care Directives, Medical and Financial Power of Attorney and more.
| Individuals | Couples | |
|---|---|---|
|
Quarterly Planning Fee |
$1,250 |
$1,500
|
|
Investment Management |
First $500,000 covered by
planning fee |
First $600,000 covered by
planning fee |
|
Investment Management Fees |
Start at 1% of assets over
$500,000
|
Start at 1% of assets over
$600,000
|
|
Standard Tax Prep |
Included |
Included |
Powered by our partnership with EncoreEstate. We facilitate the creation of a full estate plan, documents included, all in-house. This service is currently only offered to clients who go through the planning process with us or who are enrolled in Private Wealth Advisory Services. Pricing is as follows:
Estate Plans include your Advance Health Care Directives, Medical and Financial Power of Attorney and more.
