Transparent, Value-Based Financial Services
We believe in transparent pricing that reflects the value we provide. Choose the service level that best fits your needs.
per month, paid in arrears
Monthly fee varies based on the complexity and needs of the client. Fee is determined after initial consultation and may be adjusted in subsequent years based on changing needs.
upfront onboarding fee
Covers onboarding, data gathering, and establishing the foundation of your financial plan. Work commences immediately and is completed within 30 days.
Note: For clients with assets over $500,000 under management, the ongoing monthly fee may be waived.
per hour
Perfect for specific questions or short-term planning needs. Billed monthly in arrears for engagements lasting more than one month.
project-based pricing
Comprehensive projects with defined scope and deliverables. Cost estimate provided before engagement begins.
Asset-based fees paid monthly in arrears. Fees calculated using a tiered structure that decreases as assets increase.
| Assets Under Management | Annualized Asset-Based Fee |
|---|---|
| First $300,000 | 1.19% (119 basis points) |
| Next $300,001 - $1,000,000 | 0.99% (99 basis points) |
| Next $1,000,001 - $3,000,000 | 0.79% (79 basis points) |
| Next $3,000,001 and Above | 0.59% (59 basis points) |
Fee Calculation: Monthly fees are calculated using the formula: ((month-end market value) × (applicable basis points)) ÷ 252 × (number of business days in the month)
Household Aggregation: We aggregate accounts for the same household to benefit from lower fee tiers.
The monthly fee is based on the complexity of your financial situation and the level of ongoing service required. We'll discuss this during your initial consultation.
Yes, you can transition between services as your needs change. For example, many clients start with financial planning and later add investment management.
Investment management fees are calculated and charged monthly in arrears based on the month-end account value and the number of business days in that month.
Schedule a complimentary consultation to discuss your financial goals and determine which service option is right for you.
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