Our Fees

What is our fee structure for investment management?

As fiduciary financial planners, we put our client’s best interests first.

We believe in transparency in all areas of financial planning and have designed a straightforward investment management fee.  Our fees are structured so that we do better when our clients do better.  We believe this aligns our interests and mitigates the traditional conflicts of interest.

Our investment management fee depends on a variety of factors including case complexity and scope of services provided.  We will discuss the details of your fee structure before client onboarding.  An initial meeting or phone call is always confidential and complimentary.

How often do we assess the investment management fee?

Our fees are billed monthly, in advance. Fees are based on the average total value of your assets under management for the previous month.  This is billed directly through your accounts at Charles Schwab, under our management. Since asset values can change, we perform this same calculation each month. 

What is included in our investment management fee?

Through our comprehensive investment management fee, you will have access to our entire team and the full scope of services that we offer.  We offer a range of planning resources and services to help you reach your goals.  You may read more about our services here.