Our Fees


Our approach provides clients with a unique experience, allowing them to see their vision become realities.

Our Fees

We are a fee based advisory firm, by this we mean our fees are not transaction based. We earn fees in the following manner:

  • Plan writing fee – A one-time plan writing fee of $2,500 to $5,000 dependent upon the complexity of your plan.
  • Annual household advisory fee – Annual advisory fee is tiered and based on the value of the assets managed (minimum annual advisory fee of $10,000):

0* – $999,999 @ 1.50%

$1 million – $3 million @ 1.25%

$3 million – $5 million @ 1.00%

$5 million – $10 million @ 0.80%

$10 million + @ 0.65%

  • Insurance – When implementing any type of life, critical illness, disability, long term     care, or group insurance we will receive compensation directly from the insurance provider. No fee is charged directly to the client for insurance services.