My fees and account size minimum

I am transparent in how I'm compensated for my work. I typically work with clients is two ways. The minimum account size I will manage is $100,000 for young professionals. If you aren't quite there yet, but are looking for financial guidance, I could help with a $225 per hour cost for my planning fee.

If I am managing your investment account(s), financial planning is included in my tiered fee schedule:

  • up to $250,000                      1.25% fee (annual rate)
  • $250,000.01 - $500,000        1.15% fee (annual rate)
  • $500,000.01- $1,000,000      1.00% fee (annual rate)
  • $1,000,000.01- $2,000,000   0.90% fee (annual rate)
  • $2,000,000.01 and above      0.75% fee (annual rate)

I intend to be forthright in how I am paid for my work, so please feel comfortable to ask any compensation questions remaining.