Build Wealth with Confidence
Even in the Middle of a Busy Life
For the busy professionals and families in their 30s, 40s and 50s who want to take control of their finances and build long-term wealth.
What you might be thinking…
“We make good money, but where does it all go?”
“How do we best utilize our work benefits and investment options?”
“How do we balance college and retirement savings?”
“Are we doing the right things financially?
“Are we going to be OK?”
How we help…
We cover, but not limited to:
✅ Personalized financial planning and goal setting
✅ Cash flow and savings optimization
✅ Big purchase planning
✅ Investment management
✅ Insurance and risk management
✅ Retirement and tax planning
✅ And more… See our Financial Planning Process
Our Fees
Our fee does not require a minimum investment balance. It is intentionally designed to make Financial Planning and Investment Management accessible, whether you are just starting your wealth-building journey or have most or all of your investments in your employer’s retirement plan, such as a 401(k).
Our minimum annual fee is $3,000. It includes Financial Planning and Investment Management of up to $300,000 in investments.
Once your investments under management cross $300,000, the fee will switch to an AUM model as shown in the table below. For example, if we manage $450,000 on your behalf, your annual fee will be 1% of $450,000, which is $4,500 for the year.
Once your investments under management exceed $750,000, your fee will transition to a Flat Fee model, as shown in the table below, which can result in significant fee savings over your lifetime.
Our fee includes ongoing Investment Management and Financial Planning.
| Assets Managed | Our Fee | Typical AUM Fee (Est.) |
|---|---|---|
| $0 – $300K | $3,000 | $0 – $3,180 |
| $300K – $750K | 1% of AUM | $3,180 – $7,725 |
| ── Switches to Flat Fee ── | ||
| Assets Managed | Our Fee | Typical AUM Fee (Est.) |
| $750K – $1.5M | $7,500 | $7,725 – $14,100 |
| $1.5M – $2.5M | $9,000 | $14,100 – $22,000 |
| $2.5M – $3.5M | $11,000 | $22,000 – $30,100 |
| $3.5M – $5M | $13,000 | $30,100 – $42,000 |
| $5M+ | Custom | $42,000+ |
Fees listed above are annualized, billed monthly in arrears. Fees above are based on typical complexity. Additional complexity may require a custom quote.
Fees can be paid via ACH, credit card, or directly from managed investment accounts, provided they do not exceed 2% of assets under management. The typical estimated AUM fee is from AdvisoryHQ.