Pricing
Working with us is easy and saving thousands annually for decades compounds to a lot more money.
Your costs shouldn’t double if your wealth does.
Many advisors charge a flat annual percentage fee for advice. In other words, a client with $2.5M pays roughly 5 times as much annually as a client with $500K. We don’t really have an account minimum, but our costs are structured so the percentage decreases dramatically as your wealth grows.
Check out the calculator to see how much more you can keep. Meet with us to see how much more you can get.
Annual Advisory Fee Cost
1% on First $750,000
0.1% on Anything Over $750,000
Annual advisory fee includes Financial Planning, Investment Management & Wealth Management services for households with over $250K in assets managed by us.
Is hiring a financial advisor worth it?
The answer depends on the value received, and the cost. Research from Vanguard, Morningstar, and others estimate comprehensive financial advice is worth between 1.6-4.2% more per year. They show the primary value of an advisor isn’t finding funds that will outguess the market, it’s the services received.
Our Services Include
Retirement Planning
Retirement planning is more than money; it’s the peace of mind to enjoy retirement. We help you create a clear strategy to generate reliable tax-efficient income so you can feel confident to do the things that matter to you, rather than worrying about your investments. Like a Paycheck – Without the Work
Investment Management
We build your portfolio with low-cost index funds based on Nobel Prize-winning research and use disciplined rebalancing strategies to buy low and sell high, managing your risk over time. Investments based on evidence, not hunches.
Tax Guidance
Nearly all financial decisions affect your taxes. Tax planning is strategically managing your finances to keep more of your money over time. That may mean paying slightly more now to save yourself much more in the future. Pay your taxes, but don’t leave a tip.
