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Our Fees

100% Transparent Fee Structure

We are never paid any commissions, sales or transaction charges, kickbacks, or any other forms of compensation as we work with you throughout the planning process and on an ongoing basis for the duration of our relationship.

We are proud to provide comprehensive financial programming and investment management all for an asset-based fee – and nothing more. The formulas below display the fee structure for each of our clients based on their assets:


Assets Under Management and Financial Planning

Asset Amount


First $500,000

$500k - $1M

$1M - $5M 

$5M+

Fee


1.20%

1%

0.8%

 0.6%

The type of people that we serve with this model vary, but they can be generalized by hardworking people who:

  • Value expert help because they know the importance of retirement
  • Want to make sure their spouse or family are in good hands
  • Value having a clear process set in place to achieve their goals
  • Do not want complex trading strategies that underperform over the long term
  • Want a dedicated coach to guide families to their goals for the long term

We want to help you achieve your ultimate financial performance while you prepare for retirement. If you think you could benefit from a coach that puts your financial health at the top of the priority list, contact us to set up an appointment.

For the Do-It-Yourselfer

One Time Fee

$3200

I worked for Vanguard for 5 years. I understand the self-directed client. However, I noticed that there were still gaps in their planning. So I created the one time plan for those that still want to control their finances but need coaching.

This process will evaluate all elements of a financial plan including retirement need, tax planning, savings strategy, estate planning ideas, investment strategy, insurance evaluation, and much more.

The type of people that we serve with the one-time fee model vary, but they can be generalized by hardworking people who:

  • Value expert help because they know the importance of retirement but still want to implement on their own.
  • Do understand their retirement but want to double check and fine tune.
  • Value having a clear process set in place to achieve their goals
  • Do not want complex trading strategies that underperform over the long term


We want to help you achieve your ultimate financial performance while you prepare for retirement. If you think you could benefit from a coach that will give you specific steps to retirement but don’t need the ongoing help, this is the model for you. 


Click below to set up an appointment. 

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Fill out the form and we’ll be in touch to talk about your goals and if we are a good fit. 

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