When working with a fee-only financial advisor, you can expect clear and easy-to-understand advisory fees. It’s important that we’re smart with your money. What you pay matters to us.
What does this mean for you? It means no unexpected or unexplained costs.
With our fee-only approach, you can trust that we’re here to help you achieve your financial goals without hidden agendas or conflicts of interest.
With that said, the costs are as follows:
We start with a complimentary consultation to help determine if we are the right fit for your needs. This may involve more than one meeting in some cases.
Fees are set based on your individual financial complexity. Typical fee ranges:
We understand that investing is a critical component of financial planning. For most clients, our financial vitals monitoring approach includes ongoing management at no additional fee.
For clients who require Investment Management services without financial vitals monitoring, we offer this as a stand-alone service in limited circumstances.
Stand-alone investment fees are negotiated based on total assets under management.
Our fees are paid in equal monthly or quarterly installments in arrears. The fee range is based on various factors, including the complexity of your needs, estimated time, and resources required to provide services to you.
We offer negotiated fees in limited cases when the complexity of the client’s needs warrants a higher fee than the stated range.