Pricing Options

Our pricing allows for our clients to choose the level of service they require at a certain point in their life.  Along with our fee-based model mentioned to the right we also have a subscription model and stand alone financial plan fee which will be agreed upon depending on time and detail of the plan.  

Fee-Based Model

Fee-based model means that we invest your assets and charge you according to the schedule below.  As part of this fee we provide all our financial planning services mentioned through the website. 

1.00% ($0-$2,000,000)

0,75% ($2,000,001-$3,000,000)

0.50% ($3,000,001 & over)

As your account size increases, your fee decreases.