for what it’s worth
Minimizing expenses is a key component of achieving and maintaining your most meaningful life, so we make it central to our planning. Whatever the expense - taxes, interest, insurance premiums, professionals, investment fees, etc. - we know that finding savings means more resources for what matters most to you. Our fees are simple, transparent, and fair so you get the valuable advice you need and keep more of your money working for you.
“price is what you pay. value is what you get.”
— Warren Buffett
our fee structure
Financial Planning - flat annual fee based on complexity
Minimum $6,000 per year, billed monthly or quarterly
Initial fee of $1,000 - $2,500 to start the process
Investment Management is provided separately for a flat fee of 0.35% of assets under management, not to exceed $20,000 per year.
Areas we consider when determining complexity & fees:
Personal / Family Dynamics
Single, married, divorced, etc.
Dependents
Family planning needs
Status of personal financial management
Special circumstances
Business Dynamics
Number of businesses / entities
Type of businesses / entities
Size and scope of businesses
Stage of business (early, growth, exit)
Status of business financial management
Assets
Portfolio assets
Real estate assets
Non-liquid assets
Alternative assets
Business assets