What We Charge

Retainer‐Based

$250/ MO
  • Comprehensive Financial Planning consists of an upfront charge and an ongoing fee that is paid monthly.
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Asset‐Based

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$0‐0.75%/ MO
  • Innovative fee structure is based on net annual contributed capital (NACC).Ina growing market this eliminates ‘fee creep’ in dollar amounts. Fees are capped at $15,000.
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Project‐based

$2,500+/ MO
  • Multi‐Family Office services are offered to a select group of ultra high net worth families. Fees based on complexity.
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