Pricing

Pricing

Annual Advisory Fee

Individuals

$3,000 – $4,800

($250 to $400/month)

Couples

$4,200 – $7,200

($350 to $600/month)

Investment Management

Annual Advisory Fee

Assets Under Management
Annual Fee / Rate (%)
$0 to $100,000
$1,000
$100,001 to $1,000,000
1.00%
$1,000,001 to $5,000,000
0.85%
$5,000,001 to $10,000,000
0.50%
Above $10,000,001
0.35%

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