Initial Financial Planning
Ongoing Financial Planning
Investment Management
Schedule of Fees


Schedule of Fees

We are compensated for all of our services on a fee-only basis. This means that our only fees come from you, the client — not from the sale of any products, collection of commissions or referral fees.

Ongoing Financial Planning and Investment Management
Our ongoing financial planning and investment management services are provided under an annual retainer agreement which is also based on the complexity of your situation. This takes into account a number of variables including your investment profile, types of assets, family situation, income & net worth.

The fee for the retainer agreement starts at $3,000 / quarter and is determined by the complexity of your situation. The fee is billed quarterly and is payable in arrears.

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