Financial Planning

  • Service
  • 401(k) Assist with Living Balance Sheet
  • Financial Plan
  • Starting At
  • $400
  • $1,200

Investment Management

  • Assets
  • 0 – $160,000
  • $160,000 – $500,000
  • $500,000 – $1,000,000
  • $1,000,000 – $2,000,000
  • $2,000,000 – $5,000,000
  • $5,000,000 – $10,000,000
  • $10,000,000 – $50,000,000
  • $50,000,000+
  • Tiered Fee Schedule
  • 1.25% with financial plan
  • 1.25%
  • 1.15%
  • 0.90%
  • 0.75%
  • 0.60%
  • 0.30%
  • 0.20%
  • Friends & Family 5 Schedule
  • 1.00%
  • 1.00%
  • 1.00%
  • 0.90%
  • 0.75%
  • 0.60%
  • 0.30%
  • 0.20%