We offer comprehensive financial planning services by combining ongoing financial planning and investment management services.
Services we offer
- Financial Planning
- Investment Management
- Corporate Retirement Plans (for businesses)
Financial Planning
The fee is billed quarterly in arrears.
* The total fee is based on complexity.
The financial planning fee is waived and included in the investment management cost when we manage $500,000 or more.
Investment Management
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 & Above | 0.50% |
The fee is billed quarterly in arrears from investment accounts.
Corporate Retirement Plans
Reach out and discuss your unique needs.