Fees

We value transparency

Discussing fees may not be everyone’s favorite topic, but we find it crucial to be clear and upfront about the associated cost.

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Zero Commissions. Zero Sales Quotas. 100% Fiduciary.

We are independent and do not have sales quotas to meet of some big bank or brokerage company. We are not incentivized to recommend certain investment products, insurance, or receive commissions on the investments we suggest for you. We are a fiduciary 100% of the time.

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0.50% - 1% annual advisory fee with a $600,000 minimum. Initial onboarding fee of $2,500 due upfront.

Our annual fee starts at $6,000. If you have $600,000 or more in investable assets (IRA, Roth IRA, or brokerage account), the fee is deducted from your investment account.

Not quite at the $600,000 mark yet? No worries!! A flat $500 monthly fee, for individuals or $750 monthly fee, for couples, can be paid directly from your checking account while working towards your savings goals.