Broker Check

Straightforward Costs

Full-Service Wealth Management Cost Structure:

This is our full-service fee-only comprehensive wealth management, investment management and financial planning cost structure for individuals and families, as an annual percentage of assets under management. 

Wealth Management - Households > $500,000Fee
$1 - $1,000,0001.00%
Next $2 million ($1,000,001 - $3,000,000)0.85%
Next $2 million ($3,000,001 - $5,000,000)0.75%
Next $10 million ($5,000,001 - $15,000,000)0.40%
$15,000,001 and above


Emerging Wealth - Households < $500,000Fee
$1 - $500,0001.25%
Minimum Fee $300 per month / $1200 per quarter, if assets under $300,000 for investment management and financial planning 

$0 - $1,000,0001.00%
Next $2 million ($1,000,001 - $3,000,000)0.60%
Next $2 million ($3,000,001 - $5,000,000)0.30%
Next $10 million ($5,000,001 - $15,000,000)0.20%
$15,000,001 and above0.10%
Minimum Fee $500 per month / $1500 per quarter + travel expenses for 3(21) Fiduciary Status 

Our cost structure is setup to ensure that we do better when you do better. The costs range in price relative to the size of your assets. This includes the comprehensive financial planning and wealth management of our Gold Medal Services, including investment research, monitoring, asset allocation, trading and re-balancing. Also included are all meetings with you to review how your investments are performing. Costs are charged as an annual percentage of assets and come out of your investment account directly, as allowed by you through our custodial agreement. There is never a need to write us a check or return an invoice for your service experience. 

Contact us for more information or to begin the on-boarding process. We look forward to working with you!

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