Our Fees
Pay NowFinancial Plan
One-time fee of $750- $1,500, depending on the complexity of the plan
Wealth Management
Between .5% and 1.5% annually, depending on portfolio size and type of investments held*
*This is typically an all-inclusive fee for investment management, which covers the cost of the investments, the advisor, all transaction fees and ongoing financial planning services. In some cases, an extra management expense can apply for mutual funds and ETF’s.
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