Many advisors today charge a percentage of investments that they manage, with fees as high as $100,000 a year. Experienced financial planners may charge over $10,000 per year for an individual just starting out.
While we believe this work is incredibly valuable, it is important to us to create more accessible pricing for investment and planning-only clients alike.
We use a sliding scale based on income and wealth. We want to work for you, not your investment account. Our minimum fee is low compared to many planning firms with our depth of service. And unlike the majority of investment advisors, we use a cap on the maximum fee we will charge.
We also have the capacity to reduce fees by direct investment in individual stock portfolios rather than mutual fund portfolios which can cost over 1% of your investment each year.
The fees stated below are all-inclusive for the work we do in the context of our advisory relationship.