Service Levels and Cost
Foundational Services
AUM $250k +
Our Foundational services include investment management and annual reviews to make sure your risk tolerance, beneficiaries, etc. are up to date.
Premier Services
AUM $500k +
We include everything within the Foundational level plus tax preparation and retirement planning including but not limited to advice on Social Security, Medicare, pensions, portfolio distribution management. You will also receive our monthly newsletter with quarterly economic updates.
Legacy Services
AUM $1M +
You receive everything under the Foundational and Premier levels in addition to advanced tax planning strategies, estate planning and when needed we’ll collaborate with your CPA, Accountant and/or Attorney.
Fee Schedule
AUM | Annual Fee |
$250K-500K | 1.25% |
$500K-1M | 1.00% |
Above $1M | 0.90% |
*AUM = Assets Under Management