Our Fees

The core of our firm's services is the Wealth Management Retainer. This retainer incorporates all of our services into one complete planning system. The annual retainer fee is payable quarterly and calculated at the beginning of the advisory relationship. This annual engagement allows clients to have full access to our staff and advisors throughout the year.

The wealth management retainer is best suited for those that have over $500,000 in total invested assets (IRA's, 401k's, 403b's, stocks, bonds, or annuities) OR have a total combined annual income over $200,000. 

For those who have not reached these asset or income levels, we offer other service options designed to address their financial planning objectives as well.  In addition, we offer discretionary Investment Management for those seeking a more concentrated approach.  Fees are billed as a percentage of assets under management.