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YOUR ANNUAL INVESTMENT
We don't look at wealth management as an expense. Rather, we see it as an investment in your future.
We get paid in two ways and charge our clients a flat annual fee which we believe is the most transparent way of paying for services. By working with us, you will always know how much you are spending and can effortlessly incorporate it in your cash flow. Flat fees also reduce conflict of interest which means that our advice always has your interests first.
Ongoing Holistic Wealth Planning
Our ongoing service model includes holistic wealth planning and investment advisory services. The minimum annual fee starts at $7,500 and recalculates based on the assets under management you entrust us with.
One-Time Comprehensive Financial Plan
Our one-time comprehensive financial plan has a minimum cost of $5,000 and can be as high as $12,000. The final cost depends on the complexity and scope of work.
How Fee is Paid
You pay a fee either on a monthly or quarterly basis. We can either deduct it from your investment account or bill directly.