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Schedule of Fees

Wealth management fees are assessed on a tiered, breakpoint basis. Each tier applies only to the assets that fall within it.

Assets Under Management Annual Fee
First $1,000,000 1.25% 125 basis points
Next $1,500,000 (up to $2,500,000) 1.00% 100 basis points
Next $2,500,000 (up to $5,000,000) 0.85% 85 basis points
Next $5,000,000 (up to $10,000,000) 0.75% 75 basis points
Next $10,000,000 (up to $20,000,000) 0.60% 60 basis points
Over $20,000,000 0.40% 40 basis points

Wealth Management Fees include comprehensive Investment Advisory and Financial Planning Services. Fees exclude trading costs and fees paid to third-party investment management firms.

Fee minimum: $12,500, based on complexity and needs.

  • A fee-only structure
  • No commissions or transactional revenue
  • No proprietary products or in-house strategies
  • One team, one fee, fully disclosed

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