Comprehensive Financial Planning: Provide you an integrated plan to help you achieve your financial life goals and objectives.

Annual review of Financial Plan

Investment Management
Asset allocation consistent with your personal goals and objectives and risk profile; selection of investment vehicles and ongoing monitoring; quarterly reporting and consultations as needed.

$0 - $49,999 1.75%
$50,000 - $99,999 1.50%
$100,000 - $199,999 1.25%
$200,000 - $1,999,999 1.00%
$2,000,000 - $4,999,999 0.75%
$5,000,000 - $7,499,999 0.70%
$7,500,000 - $9,999,999 0.65%
$10,000,000 and Over 0.60%