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How are we Compensated

Our Fees Are a Reflection of What We Believe

Working with a fee-only firm like us means you’re getting advice and strategies that are never swayed by commissions, referral fees, or other non-transparent compensation. Instead, our firm is built on helping people like you develop and find financial freedom. It’s how we do business, and it’s why our Principals have been doing this since 1992.

We’re Offering Value Beyond Investment Management:

  • Comprehensive financial and retirement planning
  • Portfolio construction and on-going management
  • Collaboration & coordination with your other trusted professionals
  • Estate Planning - Helping construct Wills, Trusts, POA's
  • Tax planning and tax efficient investment management
  • Retirement coaching - helping you get to the finish line successfully
  • Constant communication and interaction with your team
  • In office face-to-face meetings as frequently as quarterly


Assets Under Management: First $350,000
Fee Percentage:1.5%
Assets Under Management: $350,000 to $1,000,000
Fee Percentage: 0.85%
Assets Under Management: $1,000,000 to $1,500,000
Fee Percentage: 0.75%
Assets Under Management: $1,500,000 to $2,000,000
Fee Percentage: 0.65%
Assets Under Management: $2,000,000 to $3,000,000
Fee Percentage: 0.55%
Assets Under Management: $3,000,000 to $4,000,000
Fee Percentage: 0.50%
Assets Under Management: $4,000,000 to $7,5000,000
Fee Percentage: 0.40%
Assets Under Management: $7,500,000 and up
Fee Percentage: 0.30%

Following is our standard fee schedule

Our Standard Fees are inclusive of financial planning, retirement planning, investment management, helping you make smart financial decisions as you transition into Medicare, Social Security, selling your home, leaving your family a legacy, and more.  We have no hidden fees, no extra charges.   Our compensation is all inclusive and fully transparent; you receive an itemized invoice each quarter with your statement, and you see the fee deductions on your custodial statements.

fees are negotiable for Unique situationS

Fees are typically deducted directly from your investment accounts, we handle all the details, and you will see our fees reflected on your statements - there is no mystery to our compensation

Assets Under Management

Fee Percentage

First $350,0001.50%
$350,000 to $1,000,0000.85%
$1,000,000 to $1,500,0000.75%
$1,500,000 to $2,000,0000.65%
$2,000,000 to $3,000,0000.55%
$3,000,000 to $4,000,0000.50%
$4,000,000 to $7,5000,0000.40%
$7,500,000 and up0.30%

                                                     *Minimum investible and billable assets are $350,000, which equals a minimum yearly fee is $5,000, billings are quarterly and billed in advance