Wealth Management Services
Wealth comes in a variety of forms. It’s measured in the quality of life you desire and the financial means to get there. We work with you, as partners, to help you achieve both.
We are a fiduciary, non-partisan, fee-forward partner in the management of your wealth. Transparency is critical. It allows us to freely explore the various options available to achieve your financial goals.
Whether your wealth management needs are financial planning, managing assets, or both, we work as partners with you. Forever focused on best accounting practices that help you live the life you desire.
Our philosophy is to provide investment solutions that fit your specific need. Our wealth management solution fee structure is below and billing is determined by household investment amounts.
| Amount | Annual Rate |
|---|---|
| $250,000 - $1,000,000 | 1.2% |
| 1,000,000 - $2,000,000 | .975% |
| 2,000,000 - $3,000,000 | .875% |
| 3,000,000 - $5,000,000 | .775% |
| 5,000,000 - $10,000,000 | .75% |
| $10,000,000+ | .7% |
