Our Fees

Comprehensive Financial Planning 

We charge upfront $500 and an ongoing fee that is paidmonthly or quarterly, in arrears, at the rate of $200 – $600 per month or $600 – $1,800 per quarter, depending oncomplexity and the needs of the client.

AUM (Asset Management Fees)

Account Value Annual Advisory Fee
$0 – $100,000 1,50%
$100,001 – $500,000 1%
$500,001 and Above 0,95%