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About Our Fees

Transparent: Our fees are detailed each quarter on your performance report.

All inclusive: Our fees cover all of the time we spend developing, maintaining, and discussing with you your personal wealth plan. No additional charges for phone calls, emails, or in-person or virtual meetings.

Easy to understand: Our fees are billed quarterly, in arrears.

Why we charge the way we do: In addition to what’s stated above, our approach minimizes conflicts of interest—we are only compensated by our clients, not by any fund for promoting their product. Our approach underscores the benefits of a long-term relationship with our clients—it’s not a “once and done” transactional fee. Finally, our approach doesn’t discourage contact by our clients—the meter doesn’t run when you talk to your advisor.