OUR FEES

How Our Flat Fee Works: A Clearly Superior Approach for High Net Worth Families

We are proud members of the FLAT FEE revolution in wealth management due to its simplicity, transparency, and potential cost savings for investors. 

We charge an annual fee of $10,000, payable quarterly, which includes all members of a single household. There are no restrictions on the number of accounts or the size of the portfolio.

Furthermore, as fiduciary fee-only advisors, we do not receive any commissions, kickbacks, sales charges, or placement fees. Our sole commitment is to you and your financial well-being.

Long Term Cost of AUM

Flat fee models typically are more cost-effective for investors, especially those with larger portfolios. Unlike the AUM model, where fees increase as assets grow, flat fee arrangements allow clients to benefit from economies of scale. This means that as their portfolios increase in value, the fee as a percentage of assets decreases, potentially resulting in substantial savings over time.

_{*Chart shows the impact of fees on a $5,000,000 portfolio with an annualized return of 6.5% over a 20 year period. Assumes no contributions or distributions. AUM fees are industry average, ranging from .0.75% - 1.00%. The use of a 6.5% annualized return is in no way indicative of an actual return realized by a client. No guarantee of a return is implied or intended. All investing involves risk. Data available upon request.}