Services & Fee Structure

Services & Fee Structure

We believe in complete transparency regarding our fees. Our fee structure is straightforward, with no hidden charges or surprise costs.

Fee-Only Structure

We operate on a fee-only basis, which means:

• We do not receive commissions from product sales
• We have no conflicts of interest from third-party compensation
• Our fees are fully disclosed in writing before you become a client
• We are compensated solely by our clients, aligning our interests with yours

Fee Schedule

Fees are calculated quarterly and billed in arrears. Minimum annual fee: $10,000.

What's Included

Our comprehensive wealth management fee includes:

• Investment portfolio management
• Financial planning and analysis
• Tax planning coordination
• Estate planning coordination
• Quarterly performance reporting
• Annual strategy reviews
• Unlimited phone and email support
• Access to client portal
• Coordination with other advisors

Additional Services

Some specialized services may be billed separately:

• Complex tax return preparation
• Business valuation services
• Detailed estate planning documents
• Litigation support

All additional fees are disclosed and approved in advance.