*All introductory consultations are complimentary. There are no asset minimum requirements for fee-only clients.
The above advisory fees are subject to change at the advisor’s discretion. Investments are not guaranteed. You should always consult your advisor or conduct your own due diligence before making any investment decision. 


 

*All advisory clients are offered an annual comprehensive financial plan, 401k analysis, drift based rebalancing, and unlimited consultations.


Effective January 1, 2022, there is a $275,000 minimum for new advisory clients. Householding permitted.

2. FEE ONLY RATES

1. ASSET MANAGEMENT FEES

All investing involves risk including loss of principal.
No strategy assures success or protects against loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.