Discovery Discussion
Our discovery discussion is a no-charge, 30-minute session to identify your needs, goals, expectations, resources, and experience involving wealth management.
Subsequent consultation and service fees are $90 per hour billed in half-hour increments @ $45 each. (Fees at other wealth management firms can approach $200 per hour, or more.)
Other Fees
If accounts are discretionarily managed under an Investment Advisory Agreement, our Assets Under Management (AUM) fee is 0.5% annually and is not assessed until account value exceeds $25,000. (At most other firms, this fee is only available for accounts exceeding $1,000,000 with lower value accounts charged between 1.0% and 2.0% annually.)
