Transparent Fees. No Product Sales or Commissions.
No Long-Term Contracts.

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Premium Membership  

Includes Investment Management and Financial Planning

Premium Membership is available to qualifying client households with minimum assets of $100,000.

AUM fees assessed on quarterly basis. Third party fees may apply including custodial fees and internal management fees for mutual funds and exchange traded funds. Your total fees will be estimated based on your specific situation prior to engagement. 

Asset Market
Value

  • First $600,000
  • Next $2,400,000
  • Above $3 Million

Annual AUM
Fee

  • 1.0% (min $3,000)
  • +0.30%
  • +0.10%

Core Membership 

Includes Financial Planning

Core Membership is available to qualifying client households with available assets under $100,000.

One-Time Upfront $1,500 for initial plan design with subsequent monthly subscription of $250.