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How We Help Our Clients Make
Smart Financial Decisions

What We Do

Our Wealth Management Fees

Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%.

$1 Million - $2 Million
$2 Million - $3 million
$3 Million - $4 million
$4 Million - $10 million
More than $10 Million0.3%

Insurance-based assets (life insurance, annuities, long-term care, etc.) are not subject to our Wealth Management asset-based fees, but the amount invested in those assets is used to determine your fee bracket. Example: You have a $300,000 fixed index annuity and $1.8 Million in assets we directly manage in one or more of our risk-managed models. You will qualify for the 0.7% fee level on the $2.1 Million in total assets, but we do not charge a Wealth Management fee on the $300,000 balance in the annuity. Insurance-based investments may provide commission-based compensation for the agent(s) and/or firm.

We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors who wish to invest with an experienced local fiduciary investment advisory team with annual reviews.