• 1% of assets under management per year. Discounts may apply when balances exceed certain thresholds.
  • Our fees are completely transparent and appear as a line item on your statement so you know exactly what you are paying.
  • Our management fee includes all investment management services including rebalancing and monitoring. Mutual fund and ETF expenses are in addition to this fee. We are very mindful of all fees and make every effort to keep them as low as possible.


  • A discovery meeting to learn about your goals and the resources you have to commit to those goals
  • We will recommend an investment lineup and manage your accounts including rebalancing and monitoring
  • In-person annual meeting to go over you goals and review your investments
  • We are available for phone calls, emails or in person meetings throughout the year
  • For those clients with greater than $500,000 in assets under our care, we will work with you to create and monitor a personalized Retirement Income Plan
  • You will receive online access to your plan and can access it at any time