STARTING PLANNING RELATIONSHIP
Initial planning fee is onetime $250. A great place to start planning.
COMPREHENSIVE PLANNING RELATIONSHIP
Initial planning fee is between $1,000 and $2,500 based on the complexity of the relationship.
Investment management is offered as a separate service and starts at 1.00% for the first $500,000 with breakpoints after that. There are no account minimums. Fee goes down as assets increase.
This engagement is $250 per hour with a 2-hour minimum.
*Other nominal fees may apply