Our Services

Planning & Investment Management

Who We Serve

  • Individual Investors

  • Families & Trusts

  • Business Owners

  • Working Professionals

  • Retirees

  • Endowments & Foundations

What’s Included

  • Financial Planning Tools & Personal Consultation

  • Ongoing financial planning

  • Estate & Legacy Planning

  • Discretionary Portfolio Management

  • Ongoing Tax-Loss Harvesting and Risk Adjustment

Our Fees

  • Your fee is based upon your assets under management (AUM)

  • This is the only fee you pay

  • No additional commission fees, trade fees, or account fees

*Advisory Account Minimum is $50,000.

Assets Under Managment

Advisory Fee

First $250,000*

1.30%

Next $1,000,000

0.95%

Next $2,000,000

0.90%

Next $2,000,000

0.85%

Next $2,000,000+

0.75%

1.15%

Next $750,000

SPECIAL ACCOUNTS

We offer specialized account options to suit your needs.

Cash Advisory Account

Getting almost 0% interest at your bank?

Our Cash Advisory Account is a special discounted advisory account that gives you access to a suite of money market funds, Certificates of Deposit (CDs), and insured bank deposit.

Your advisor will shop the for the best rates and make the necessary changes for you to help ensure that you are getting the most out of your cash.

Cash Account Balance

Advisory Fee

First $250,000

0.70%

Next $750,000

0.60%

Next $1,000,000+

0.50%

*The ‘Cash Advisory Account’ pertains to only those managed accounts that function to buy and hold Money Market funds, Certificates of Deposit (CDs), Insured Bank Deposit, and/or cash. These accounts do not hold equity positions, bond positions, ETF positions, or other types of mutual funds. The Cash Advisory Account minimum is $40,000 per account.
**For fee aggregating purposes, Cash Advisory Account assets are separate from all other advisory AUM assets.

Genesis Advisory Account

Just getting started with an account? We have a solution for that.
The account minimum for our advisor-managed model is $50,000 per account. If you are starting an account below the minimum, we offer our Genesis Advisory Account to help get you going.

The minimum for this account is $10,000, and we require setting up monthly deposits to help ensure that we get these small accounts growing. Once the minimum is reached to convert to our Advisor-Managed Model, we will automatically begin the process for you.

$10,000 - $50,000

1.99%

Advisory Fee

Genesis Account Balance

*The Genesis Advisory Account Minimum is $10,000 per account.
*For fee aggregating purposes, Genesis Advisory Accounts are listed separately from your other household assets. Once converted to an Advisor-Managed Model, they will be aggregated into your household.