Girl Enjoying her Drink

Our Fee Structure

1% Annual Fee for Assets Under Management. Maximum Fee is $10,000 per year.

Included Services:


  •  Personalized Financial Plan 

  • Retirement Income Planning

  • College Savings planning

  • Risk Management review and planning

  • Charitable gift planning

  • Integrated tax planning

  • Estate Planning

  • Social Security Optimization

  • Medicare Review


Investment Management: 

  • Development and review of Investment Policy Statement;

  • Quarterly Performance Monitor

  • Discretionary asset management

  • Portfolio Rebalancing

  • Tax-loss harvesting

Reporting:

  • Monthly Market Commentary

  • Quarterly Portfolio Analysis and Performance Reports

  • Ongoing financial planning and advisory services

A'La Carte Services available for those clients just starting out or looking for Financial Planning Only.


We believe that a comprehensive financial plan is the core of our client relationships. Investing isn’t just about growing your portfolio; it’s about aligning your portfolio with your specific goals. Whether it is generating retirement income, determining when to take social security, or putting back the pieces after a major disruption in your life, your goals come first in developing an investment strategy.