How Do We Get Paid
We care deeply about being good stewards of the trust you place in us. That means being clear about what’s happening with your money and how we’re compensated. Our aim is always to add more value than we receive in return. Our fees are designed so your success comes first. When you do better, we do better as well. Here’s how:
Investment Management
We charge a straightforward advisory fee based on a percentage of the assets we manage for you. There are no hidden fees or transaction-based commissions. Our household-based, tiered fee structure is designed to reward simplicity and stewardship. As the total assets we manage for your household increase, the percentage you pay gradually decreases. This allows us to focus on building and managing your portfolio with your long-term goals in mind.
When assets are spread across multiple advisors, families are often charged the highest fee tier at each firm. By consolidating under one coordinated plan, many clients benefit from lower overall fees, greater clarity, and a more intentional long-term strategy.
Flat Fee Financial Planning
Our financial plans are offered for a flat, upfront fee. The cost varies based on the scope and complexity of your situation and is always agreed upon in advance. This approach provides clarity, objectivity, and planning guidance focused entirely on what’s best for you.
Risk Management Solutions
In certain cases, we may recommend various risk management solutions including life insurance, disability insurance, long term care, etc. and receive a commission from the provider. These recommendations are made only when appropriate for your plan and come at no additional cost to you.