Financial Planning

Our Financial Planning is completed on an hourly basis and costs between $500 – $1,500 on average to complete. The total project cost will depend on the financial advisor’s hourly rate as well as the complexity of your situation.

Continuous Service

Our fees are calculated as a percent of your portfolio assets according to the following table, with a minimum annual fee of $2,400. Fees are billed quarterly in arrears based on the end of the quarter value and are prorated for partial quarters.