Fees
Fees
One All-Inclusive Fee Covers ALL Of These Services:
- Create a financial plan that balances current and future ambitions
- Build and overseeing your investments
- Minimize your tax liability
- Create a legacy and estate plan & partner up with your attorney
- Identify solutions to protect you, your loved ones and your resources
Advisory Fee Overview
AUM
First $500,000
Next $1.5 million
Next $3 million
Above $5 million
AUM Percentage
1.25%
1.00%
0.85%
0.65%