Fees

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.

 IndividualsCouples
Quarterly Planning Fee$1,500$1,750
Investment ManagementFirst $600,000 covered by
planning fee
First $700,000 covered by
planning fee
Investment Management Fees

Start at 1% of assets over

$600,000

Start at 1% of assets over

$700,000

Standard Tax PrepIncludedIncluded

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:

  • Trust-Based Estate Plan: $1,400
  • Will-Based Estate Plan: $700
  • Property Deed Filings, Business Assignments, Estate Plan updates, and more are offered separately.

Estate Plans include your Advance Health Care Directives, Medical and Financial Power of Attorney and more. 

Advisory Services
Individuals Couples
Quarterly Planning Fee
$1,500
$1,750
Investment Management
First $600,000 covered by planning fee
First $700,000 covered by planning fee
Investment Management Fees
Start at 1% of assets over $600,000
Start at 1% of assets over $700,000
Standard Tax Prep
Included
Included
Will & Trust Services

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:

  • Trust-Based Estate Plan: $1,400
  • Will-Based Estate Plan: $700
  • Property Deed Filings, Business Assignments, Estate Plan updates, and more are offered separately.

Estate Plans include your Advance Health Care Directives, Medical and Financial Power of Attorney and more. 

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