Fees Which Align Our Interests to Yours

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Transparent Pricing Aligning
Our Interests to Yours

Investment Management Only

Assets Portfolio Management
$5,000 – $500,000 0.50%
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Holistic Financial Planning

Assets Financial Planning Portfolio Management
$5,000 -$500,000 $249/mo. 0.50%
$500,000-$1,000,000 Included 1.00%
$1,000,000-$2,499,999 Included 0.875%
$2,500,000-$4,999,999 Included 0.75%
$5,000,000-$9,999,999 Included 0.625%
$10,000,000- $24,999,999 Included 0.50%
$25,000,000 + Included Negotiable
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Family Business Services

Corporate Retirement Plan Management

Max Fee of 0.75%

* Fee Quotes Customized
on Request

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We Do Well as You Do Well

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