Fee Only Comprehensive Retirement Planning
Ongoing Financial Planning & Investment Management
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 & Above | 0.50% |
*We do not require an asset minimum. For households under $500,000, a standalone planning fee may apply, quoted in advance.
See our Form ADV Part 2A for full fee disclosures.
