As a fee-only independent advisory firm, we have the flexibility to customize our fees based on specific services delivered. Below please find our typical fees. Actual fees will be fully disclosed before signing a Client Agreement.
Our fees are determined by the specific services provided.
Discretionary investment management fees are typically between 0.30% and 1.0% annually based on account value. We also offer fixed dollar fees starting at $15,000 annually.
401(k) Consulting fees are based on the scope of services requested by each plan sponsor. Our typical fee is between 0.15% and 0.35% of plan assets paid either by the plan sponsor directly or at the participant level. A fixed dollar annual fee is also available to plan sponsors with a minimum of $12,500.
Wealth Management, Tax and Estate Consulting services are billed by the project (minimum $2,500), retainer (minimum $5,000), or by the hour, which ranges from $250 to $500.
Endowment and Foundation discretionary investment management fees for our low-cost, passive ETF strategy range from 0.25% to 0.40%.
