Simple and transparent
advisory pricing.
One annual fee between 0.90% and 1.50% of assets under management. It steps down as your assets grow, and it’s billed quarterly, directly from your accounts.
The more we manage, the lower your rate.
Your fee is a single annual percentage, set by your total assets under management. As your portfolio crosses each threshold, the rate steps down. Here’s the complete schedule, published in full.
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One annual fee: a percentage of the assets we manage for you. The service is the same at every level; only the rate changes.
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Payment is divided by four, assessed quarterly, and drawn directly from your investment account(s).
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Fees may be negotiable and are governed by your advisory agreement.
Assets under management
Annual fee
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$25,000 – $99,999
1.50%
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$100,000 – $249,999
1.25%
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$250,000 – $499,999
1.10%
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$500,000 – $1,999,999
1.00%
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$2,000,000 and over
Our lowest rate0.90%
Rates are annual percentages of assets under management.
Assessed quarterly · Drawn from your account(s)
Everything your fee covers.
One fee covers the complete advisory relationship and the technology that comes with it. These are the highlights from our fees & benefits schedule.
A dedicated advisor
A real person to guide you through life’s bigger financial decisions.
Allocation & rebalancing
A portfolio built on your risk/reward score, rebalanced periodically.
Bi-annual reviews
A formal check-in on your accounts, your life, and the market.
Tax planning
Strategies to help reduce your annual tax liability.
Always-on analysis
Risk level, diversification, fund quality, and projected returns.
Estate & insurance guidance
Direction on estate planning, trusts, and insurance needs.
Online account & app
Monitor performance, link outside accounts, and download documents.
Plans & goal tracking
Budgeting software, net worth monitoring, and progress toward your goals.
Your questions, answered.
How is the advisory fee calculated?
It’s a single annual percentage of the assets we manage for you. The rate ranges between 0.90% and 1.50% of assets under management and adjusts based on the amount of assets we are managing. The full schedule is published above.
How and when am I billed?
The annual fee is divided by four and assessed quarterly (January, April, July, and October), drawn directly from your investment account(s).
Does my rate change as my portfolio grows?
Yes. The fee adjusts with assets under management: as your balance moves into a higher bracket, the percentage steps down, reaching our lowest rate of 0.90% at $2,000,000 and over.
What does the fee include?
The complete advisory relationship and the online account and mobile app. The service is the same at every asset level; only the rate changes with the amount we manage.
Where does the fee schedule start?
The published schedule begins at $25,000 of assets under management. If you’re not sure where you fit, reach out and we’ll talk it through.
Are fees negotiable?
Fees may be negotiable and are governed by your advisory agreement. The schedule above is our standard published pricing.
Advisory fees range from 0.90% to 1.50% of assets under management per year, assessed quarterly and drawn directly from your investment account(s). Your fee is set by your total assets under management per the schedule shown above. Fees may be negotiable and are governed by your advisory agreement. This page is for informational purposes only and is not an offer, recommendation, or guarantee of any particular fee, service, or result. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
Ready to talk through the fee schedule?
Start with a relaxed conversation. We’ll answer questions about the fee schedule and how advisory pricing applies to your accounts.
Mon–Fri 8:00 AM–5:00 PM · Weekends by appointment