Pricing

$1,500 initial fee

$1,500 ongoing quarterly fee

The initial fee will be applied to the ongoing fee if you choose to become an ongoing client, so you will not have to pay twice for the first quarter.

Financial planning fees are waived for clients with assets under management of $500,000 or more.

Complex cases may result in a different fee schedule.

Investment Management:

A diversified portfolio is constructed once your goals and risk tolerance are fully understood.  Low fees, tax minimization and expected performance are weighed heavily as each investment is selected. Portfolios are designed for the long-term and built to ride out the volatility of the market. 

As an investment management client, you get:

  • A customized portfolio built with your goals and risk tolerance in mind.
  • Continuous monitoring of your portfolio and the investments it holds.
  • Periodic rebalancing of the assets in your portfolio.
  • You will have unlimited access to a Certified Financial Planner / Chartered Financial Analyst who will answer any questions you have about your portfolio.

Fee schedule for investment management:

 

There are no asset minimums, but there is a $1,500 per quarter minimum fee per client when comprehensive financial planning and investment management fees are combined.