Investment Management Services

We offer investment management services and ongoing financial advice exclusively to clients who contract with us for one of the three levels of financial planning (see above). After the plan is completed, we charge a quarterly fee for investment management and advisory services based on the following schedule:


Assets Under Management Quarterly Fee* Annual Equivalent
First $2,000,000 .25% 1.00%
Next $2,000,000 .20% .80%
Next $2,000,000 .15% .60%
Next $2,000,000 .10% .40%
Next $2,000,000 .05% .20%
Additional Assets .025% .10%


* Subject to a minimum quarterly fee of $1,500. Minimum fees are negotiable.

Your quarterly investment management fee also provides you with access to your own personal financial coach. You'll receive lifetime counseling for all of your financial needs.