The Fees
Our fees are very competitive in the full service financial management arena. Fees are charged on a comprehensive "wrap" basis, meaning there are no commissions for the purchase/sale of individual securities.
Our fee schedule is as follows:
first $ 1,000,000 ........ 0.90%
over $ 1,000,000 ........ 0.25%
Fees are tiered/blended, meaning they are charged at the rate at each breakpoint of your assets managed by us. Example: $1,500,000 managed by us would be charged at a blended rate of 0.683%. Fees are applied to aggregate assets in one household. Fees are not applied on the value of your concentrated individual stock positions (example: equity compensation holdings such as stock options/awards).
Our fee covers the following services:
proactive/tactical/ongoing management of your investment portfolio(s)
comprehensive financial, investment and estate planning
financial life decision consultations, as necessary
investor behavior coaching and life event consultations, as necessary
unlimited consultations with your accountant(s) and/or attorney(s)
management of and/or consultations regarding your equity compensation matters (ISOs, NQSOs, Restricted Stock, etc), if applicable
access to our highly-regarded client portal
24/7 direct access to your dedicated advisor
