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Pricing

Transparent pricing. Without surprises or hidden fees.

It only makes sense to hire us if the value we provide (both quantitative and qualitative) is multiple times higher than the fee you pay. We follow a simple and clear way to help you make an informed decision about us or any other firm you’re considering.

  1. Step 1: Ask-Anything Meeting

    Get to know us and ask any financial planning question, or any question about our firm. It’s a chance to get real answers at no cost and see whether we’re a good fit for you, and you for us.

    Schedule an Ask-Anything meeting
    Cost$0.00

  2. Step 2: Information-Gathering Meeting

    To give you accurate advice, we first need to understand your goals and circumstances. In this one-hour meeting, we’ll get to know you and your financial situation. As with every meeting, ask us anything.

    Cost$0.00

  3. Step 3: Research and Analysis

    We push up our metaphorical glasses, sharpen our pencils, and get to work. This typically takes two to three weeks while we analyze your information and prepare our findings. Nothing for you to do in this step.

    Cost$0.00

  4. Step 4: Proposal and Recommendations

    We’ll present our findings and the strategies we recommend for reaching your goals. There’s no pressure to sign. Since we’ll have covered a lot of ground, we’ll ask you to take the proposal home and think it over before deciding.

    Cost$0.00

  5. Step 5: Ongoing Financial Planning and Investment Management

    We manage your investments and provide ongoing guidance on taxes, retirement, cash flow, and your estate. We handle the investment decisions and keep watch, so you can focus on everything else, and we’ll be there for life’s biggest financial decisions.

    CostAnnual fee
    Annual fee, by the portion of assets in each band
    Assets we manageAnnual fee
    First $1,000,000
    1.00%
    Next $4,000,000
    0.60%
    Next $5,000,000
    0.40%
    Balance over $10,000,000
    0.25%

    Examples

    • $2,000,000 portfolio

      $10,000 + $6,000

      $16,000 per year

      0.80% blended

    • $6,000,000 portfolio

      $10,000 + $24,000 + $4,000

      $38,000 per year

      0.63% blended

    • $13,000,000 portfolio

      $10,000 + $24,000 + $20,000 + $7,500

      $61,500 per year

      0.47% blended

Start with a free conversation

Ask us anything. It costs nothing.

Schedule an Ask-Anything meeting