Our Fees & Services
Our services are provided for a flat annual fee (invoiced monthly/quarterly).
Can be paid from investment accounts or ACH.
Pricing Tailored to You.
| Total Asset Value | Annual Fee | Paid Quarterly |
|---|---|---|
| Below $1M | $8,000 | $2,000 |
| $1M - $2M | $10,000 | $2,500 |
| $2M - $4M | $15,000 | $3,750 |
| Above $4M | Custom |
*Total Asset Value includes, but is not limited to, assets in cash, bank accounts, brokerage accounts, vested equity compensation, IRAs, employer plans, college savings, HSAs, and other investments.
Excluded: Primary residence/real estate, personal property, goodwill, franchise rights, patents, copyrights, and other intangible assets.
For clients with a Total Asset Value above $4M, the annual fee will be custom priced based on complexity.
Fees are reviewed and adjusted annually at calendar year end, per client.
- Restricted Stock/RSUs/PSUs
- NQSOs and ISOs
- Nonqualified Deferred Compensation (NQDC)
- Employee Stock Purchase Plans (ESPPs)
- Mega Backdoor Roth and Roth Conversions
- Valuation and Investment Risk Analysis
- Tax and Cash Flow Strategy Modeling
- Cash Flow Planning and Financial Projections
- Tax Planning
- Estate Planning
- Insurance Planning and Employee Benefit Planning
- Charitable Planning and Giving
- Debt Analysis
- Education Planning
- Life Planning - Values, Purpose, Goals
- Evidence-Based Investing
- Rebalancing
- Tax Harvesting
- Asset Placement
- Risk Assessment
- Investment Policy Statement
Please see Item 5 of our Form ADV Part 2 for additional information on our Fees and Services.
“For I know the plans that I have for you,’ declares the Lord, ‘plans for prosperity and not for disaster, to give you a future and a hope.”
