Fees

I charge a fixed, flat fee that covers financial planning AND investment management which is very different from most others in the financial business.

Our minimum annual fee is $10,200, But I’ll only work with you if I can be sure the value outweighs the cost.

Click the START HERE button on the upper right to schedule your no obligation “Fit Visit” and we’ll determine TOGETHER if we’re a good fit for each other including if that fee makes sense for you.