Our fees are simple, transparent and low
As a fee-only fiduciary advisor, we never earn commissions based on where we invest your money or for helping you connect with the right tax and estate advisors
|Plan||Account Balance||Annual Fee|
||$200,000 to $500,000||$2,000 flat fee*|
|PRO||$500,001 to $5,000,000||0.40% of account balance|
|ELITE||$5,000,001 to $10,000,000||0.35% of account balance|
|ULTRA||> $10,000,000||0.25% of account balance|
Have 401k from your old employer? We can help you roll it over to a Fossil Free IRA
About Our "Fee-Only" Services
Our comprehensive “fee-only” services cover development of portfolio policies and asset allocation plans, on-going research and analysis, and day-to-day management and execution of the individual investment portfolios.
We accept no commissions, soft dollars, or other hidden costs often associated with the asset management industry. Transaction cost savings, if any, are passed through to clients.
What is a fiduciary advisor?
The fiduciary standard of care requires that we act solely in the client’s best interest when offering personalized financial advice. Learn more abut the difference between fiduciary and suitability standards.
More information about our investment philosophy and capabilities.