We have designed our pricing to be all-inclusive, so you can be confident in every aspect of your financial plan. As a fiduciary firm, we sit on your side of the table. Further, we invest our own money following the same principles we apply to your wealth.

We charge a percentage of assets under management for all engagements. Our fees range from 1% for comprehensive financial planning with passive investing up to 2.6% for our actively managed funds.

All engagements include comprehensive financial planning and investment management.

What's included:

• Strategic tax-loss and tax-gain harvesting
• 24/7 access to portfolio performance reporting
• Personalized values- and goals-based planning
• Retirement analysis and income distribution planning
• Social Security analysis and strategies
• Cash flow management
• Debt structuring and prioritization
• Cash management strategies for emergency fund and short-term goals planning
• Tax planning and lifetime tax minimization strategies
• Tax return review and analysis
• Thorough insurance review and recommendations to properly protect your net worth
• Employee benefits and healthcare analysis
• Education planning and funding strategies
• Estate planning and beneficiary review
• Collaboration with your other professional advisors, such as your tax accountant and estate attorney
• Your advisor always answers emails promptly