You may be …
- A senior executive or business owner
- In the peak of your career and earning significant income
- Long on resources but short on time
- Targeting multiple financial goals – college for your children, retirement, travel, leaving money for the next generation or charitable giving
We provide comprehensive financial planning and investment management. Our fees reflect that.
We charge new clients an annual financial planning fee of $7,500. We separately charge a fee of 0.25% on assets we manage. For example, a client with $2 million under management would pay an annual fee of $7,500 + $5,000 = $12,500.
All clients pay quarterly, in arrears.