About US
Our Compensation
As a Fee Only investment advisor, our sole source of compensation comes from the work that we do for our clients. We do not operate on commission or accept incentive from third parties.
We structured our compensation this way because we feel it is the best way to ensure that your interests come before our own. As fiduciaries, decisions are always made with your best interests in mind.
We will always be completely transparent on how we are compensated – it is the only way we do business. We strive to provide our clients with a variety of ways to pay us for our services.
The specific manner in which fees are charged will be established in your written agreement and reviewed with you prior to any formal engagement. General guidelines for our fees are provided below by type of service:
The fee for this service $1,000. Generally, the fee is waived for clients with assets under management of $500,000 or more. Annual reviews and plan updates can be completed on an hourly basis. Please contact us to learn more.
Fees for the Wealth Management services are based upon the assets that are under management at the beginning of each quarter. The fee is calculated using the following general guidelines for both personal and corporate clients as follows:
| Asset Under Management | Annual Fee |
|---|---|
| First $500,000 | 1.00% |
| $500,000 – $1,000,000 | $5,000 plus 0.80% |
| $1,000,001- $2,000,000 | $9,000 plus 0.60% |
| $2,000,001 – $5,000,000 | $15,000 plus 0.40% |
| Above $5,000,000 | Negotiable fees |
Generally, the minimum portfolio size is $500,000.
Wealth Management Fees for ERISA Plans are based upon the following schedule:
| Asset Under Management | Annual Fee |
|---|---|
| First $1,000,000 | 0.50% |
| $1,000,000 – $2,000,000 | $5,000 plus 0.40% |
| $2,000,001- $3,000,000 | $9,000 plus 0.30% |
| $3,000,001 – $12,000,000 | $12,000 plus 0.25% |
The minimum portfolio size for ERISA plans is $1,000,000.
We offer additional services such as hourly engagements, retainers and charitable account management. Please contact us directly to learn more.
