Pricing

We are a fee only firm that charges a fixed monthly fee.  We charge based on the time we spend with you - not how much money you have or how much you earn. Many advisors charge 1% of assets or earn commissions for selling products. That means someone with a $10,000,000 portfolio is paying $100,000 a year in fees! 

We specialize in providing advice to professionals with sizeable assets facing liquidity events, such as the sale of a business.  We provide highly customized advice that is specifically tailored to these select clients. In order to ensure that each client receives comprehensive and specialized services we are only accepting new clients through referral only. 

Our fixed fee ranges from $1,500 to $2,000 per month depending on the complexity of a particular client's situation and does not increase as a client's wealth grows. Tax preparation and planning is provided to those clients who desire such services. 

We believe in transparency so you pay our fees directly; they are not hidden. These directly billed fees are the only compensation that we receive. We are never paid commissions to sell you any product. This allows us to give you advice that serves your interest and no one else's.

Not only does our fee structure ensure that our advice is unbiased and serves our client's interests, it is also a fraction of what affluent clients would pay elsewhere.

Typical planners like to charge a percentage of assets because it allows them to charge high fees regardless of how much time they spend with someone and is "scalable".  1% doesn't seem like a lot, but when someone has significant assets it surely is.  You don't pay your other service providers based on the size of your bank account, why should you pay your financial advisor that way?