Our Fees

Finding The Path That's Right For You.

We take our fiduciary responsibilities to you seriously. No one likes to be blind-sided by the cost of a service, and everyone likes to have choices. We clearly disclose and explain to you how we are compensated. Whether we show how to make your savings work as hard as you do, prevent you from making an expensive taxable mistake, or provide peace of mind regarding your financial goals, we believe that our guidance is well worth our fees.

Net Asset Value of Portfolio	Tier Fee	Cumulative Fee
$0 - $1,000,000	1.18%	1.18%
$1,000,000 - $2,000,000	0.90%	1.04%
$2,000,000 - $5,000,000	0.60%	0.78%
$5,000,000 - $10,000,000	0.40%	0.59%
$10,000,000 - $999,999,999	0.30%	0.30%

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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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