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

* Equivalent to 0.40% to 1%, depending on your account balance

Macroclimate® Global Equity Portfolio — powered by Dimensional funds — has outperformed its World Index benchmark even after deducting mutual fund expenses and our advisory fees.

Other than our fees listed above, the only other costs are the relatively low expenses of the Dimensional mutual funds you’ll own and very low transaction fees charged by the custodian (#1 ranked TD Ameritrade Institutional).

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 about the difference between fiduciary and suitability standards.

More information about our investment philosophy and capabilities.