Ongoing Comprehensive Planning
Our fees are straightforward and transparent. They are based on the amount of your assets that we manage at our custodian Charles Schwab. All asset levels receive a our powerful planning tools and our investment expertise.
Investable Assets | Per Month |
$0-$100K |
$100 |
$101K-$600K |
$200 |
$601K-$1mil |
$300 |
Assets Under Management
Account Value |
Annual Advisory Fee* |
$1 - $1mil | Included |
$1mil - $5mil | .35% |
$5mil - $10mil | .28% |
$10mil + | .25% |
Have a Question About Our Fees?
*Based on investable assets. Includes investment management and advice.