Delivering our services on a fee-only basis is something we take pride in. As a fiduciary, the fee is competitive and aligns our interests with yours.
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.90% |
| $2,000,001 - $3,000,000 | 0.80% |
| $3,000,001 and Above | 0.70% |
* A planning fee will apply if managed assets are less than $300k.