Clients
Client Profile
Our mission is to provide expert financial guidance to allow our wealth management clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.
Our most successful relationships are with:
Frequently Asked Questions
We are a fee-only fiduciary, our clients’ fees are our only source of revenue. Our fees are tiered per Assets Under Management.
Some advisors have pay-to-play or commission arrangements, which may cause hidden fees or create conflicts of interest. We embrace our fiduciary obligation and put our clients’ sole interest first.
Yes, we do offer one-time Financial Plans tailored to your unique needs. This may be a good fit for you if you would like to tap into our professional expertise as a guide and you want to manage the investments. Our highly sought-after planners have a limited number of engagements available per month. The fee for planning depends on the complexity of your needs. Schedule a 15-minute call to give us both a chance to make sure our expertise is a good match for your needs.
We are a good fit for you if you are looking for a highly credentialed team to provide sound financial advice and portfolio management that will allow you to focus on your business, family, and personal goals with a sense of empowerment and well-being.
Fee Schedule
| Account Balance | Annual Advisory Fee |
|---|---|
| First $1 million | 1.25% |
| Next $2 million | 0.85% |
| Thereafter | 0.65% |
Minimum of $500,000. For accounts exceeding $5 million, please request a separate fee schedule. Fees are calculated for the prorated monthly portion and billed monthly in arrears for the specified time period. Calculation is based on the account value at the close of business on the last business day of the month.