Fees & Minimums

SERVICES, FEES, AND MINIMUMS

Our wealth management services include both financial planning and the ongoing management of client investments. This integrated service is covered by a single fee, calculated as a percentage of invested assets.

Our minimum new account size is $3,000,000.

Your Financial Assets

  • 1.00% per year on the first $5,000,000, plus
  • 0.50% per year for amounts greater than $5,000,000 up to $10,000,000, plus
  • 0.35% per year for amounts greater than $10,000,000

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson