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Pricing


  

Full Service Wealth Management Fees

The fees we charge will vary based on your assets under management, portfolio composition and services required. However, your management fees are likely to be in the range of 0.75% to 1.00%. Please contact us for a detailed service and pricing quote.

  

Online Wealth Management Fees

If you prefer to interact with us via our online platform your fees are as follows:

  • 0.50% fee
  • DFA or Vanguard/iShares Investment Portfolio options
  • Tax Efficient Investing
  • Life and Disability Insurance 
  • Auto-rebalancing
  • Auto-deposits or auto-withdrawals
  • Dividend reinvesting
  • Transfer fees reimbursed for accounts $25,000 or greater
Referrals to trusted external advisors for additional services:
  • Financial Planning
  • Tax Preparation
  • Will, Power of Attorney and Estate Management

  • all Getting Started features 
  • reduced 0.40% fee
  • Financial planning session including financial projections
  • All transfer fees reimbursed 

  • all On Your Way features
  • comprehensive financial planning
  • enhanced tax-efficiency and asset location
  • coordination of tax preparation with your tax professional
  • coordination of an estate plan including wills and powers of attorney with your estate professional