Pricing

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You can count on me

My fees are paid by you, not by fund companies. Because of this, you can be confident we are independent, objective, and working for your best interests. Our motivation is not whose commission rates are the highest, but your success. My clients benefit from both investment management and comprehensive financial planning at one cost-effective rate because of my belief in not piling on the fees.
Our Annual Fee Percentage

% 1.25

Based Upon Assets Under Management
On the first $250,000 ($0 – $250,000)
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Our Annual Fee Percentage

% 0.85

Based Upon Assets Under Management
On the next $1,750,000 ($250,001 – $2,000,000)
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Our Annual Fee Percentage

% 0.65

Based Upon Assets Under Management
On the next $3 million ($2,000,001 – $5,000,000)
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Our Annual Fee Percentage

% 0.50

Based Upon Assets Under Management
On the next $5 million ($5,000,001 – $10,000,000)
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Our Annual Fee Percentage

% 0.35

Based Upon Assets Under Management
On any amount above $10,000,000
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Our minimum fee

$ 125

month

This goes into effect if a client has less than $120,000 under management and it is billed quarterly.
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