Fee Schedule

To ensure that our interests remain aligned with those of our clients, we base our compensation solely upon agreed-upon fees. Our objective is to always make recommendations solely in the client’s best interest, so we are paid only by you, the client. We do not accept commissions, referral fees, or any other type of third-party compensation. You may terminate your engagement with us at any time without penalty.

For most clients, we include integrative wealth management services -- described in the appropriate sections of this website -- in our fee. Wealth management fees begin with the signing of our contract. Charges from other professionals such as attorneys and accountants are not included in our fees.

Integrative Wealth Management includes:

Investment Planning & Portfolio Design

Portfolio Implementation

Monitoring & Reporting

Financial and Estate Planning

Monitoring and Review

The fees for these services are based upon your investable assets, as follows:

First $1,000,000......................................................1.00%

Next $1,000,001-3,000,000....................................0.75%

Next $3,000,001-5,000,000....................................0.50%

Next $5,000,001-10,000,000..................................0.40%

Next $10,000,001-25,000,000................................0.35%

Next $25,000,001-$50,000,000..............................0.30%

On amounts above $50,000,001.............................0.20%

(Per annum paid quarterly in advance)