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Wealth Management

Fees

Financial planning fees can play a critical role in the success of an investment plan. After the development and approval of a personalized investment plan, we will provide ongoing, fee-based discretionary or non-discretionary investment advisory services. We assist you in developing and implementing the investment strategies for your accounts, consistent with your financial goals.

Tiered Fee Schedules

$250,000 minimum investment

Discretionary Investment Advisory Services

Assets Annualized fee
$250,000 – $2 million 0.90%
$2 million – $5 million 0.75%
$5 million + 0.60%

Non-discretionary Investment Advisory Services

Assets Annualized fee
$250,000 – $5 million 0.90%
$5 million – $10 million 0.80%
$10 million – $20 million 0.70%
$20 million + 0.60%