How We Get Paid

As a partner in your success, I am paid directly by you for my services and expertise.

In this way, conflicts of interest are minimized or avoided altogether. This puts your needs at the center of all we do and ends the struggle between what is best for you and what pays the most commission to me.

We work on the same side of the table.

Simplicity is essential; therefore, our fees are simple.

  • Starting at $1,100 for the initial financial plan;

  • from $150 per month based on investable assets and household gross income; plus,

  • 0.125% per quarter of assets under management; including custodial fees (0.0625% per quarter) and investment management fees (0.0625% per quarter).

    • $1.25 per $1,000 managed.