Fees

I offer comprehensive financial planning and investment management. I only get paid by my clients and do not ever accept commissions or compensation from any other firm. Staying independent, I never have to push my clients into expensive products. 

Fees are 1% of assets managed under $1 Million, decreasing to 0.75% when assets exceed $1 Million, and 0.60% when assets exceed $2 Million. I try to keep my costs low and I will not charge on assets being managed elsewhere like a 401(k) plan. Minimum annual fee is $3k.