Fees

Explore Our Fee Options

We believe that you should get the advice you need and the service you deserve. Financial advice should be accessible and affordable, not based on how much money you have invested.

We offer a comprehensive range of services to empower our clients to achieve their financial goals. Our services are designed to provide you with the knowledge, guidance, and strategies necessary to navigate the complexities of personal finance and build a solid foundation for your future.

Focused

$275 per hour

Hourly financial advice and guidance: Discuss a particular topic, receive short-term financial planning support, or review your current financial plan.
No commitment or minimums: A lot of individuals need financial advice but you don’t want to be tied to long-term commitments. This is the perfect solution to get advice when you want it.

Comprehensive

$375 per month*

This is our most popular option and is best for those who want ongoing advice and support.

Services offered: Ongoing financial advice and support, comprehensive financial planning, tax planning, risk management, investment advice
Objectives: Clients want ongoing advice and management to help them achieve their long-term financial goals. A comprehensive approach will help them do just that. Not only do we provide the advice and recommendations but we will be a support partner every step of the way.
Duration: Typically 2-5 years
Meeting frequency: No limits, minimum of 2 meetings per year
*12-month minimum commitment required

Elevated

$7,500 per year

Target clientele: Entrepreneurs with complex business structures or personal financial considerations
Services offered: Assistance with navigating complex business structures, planning for generational wealth transfers, managing alternative investments, in-depth estate planning
Criteria for inclusion: Having one or more businesses, alternative investments, or requiring in-depth estate planning

Investment Management

Flat fee: 0.5% - 0.85% (based on strategy)

Additional service to Advice options
Investment philosophy: ‘Passively Active’
Portfolio management approach: Well-balanced and diversified using a combination of ETFs, Individual Stocks, and Mutual Funds
Trading approach: Not active traders. We use the best managers for each category and sector to provide a portfolio that is always seeking return, low cost and tax efficient.

$ 7,000 Annual

If we manage over $850,000 the fee will be based as follows:
$0 - $500,000 @ 0.85%
$500,001 - $1,000,000 @ 0.80%
$1,000,001 - $$2,000,000 @ 0.75%
Over $2,000,001 @ 0.65%

$ 5,250 Annual

If we manage over $650,000 the fee will be based as follows:
$0 - $500,000 @ 0.85%
$500,001 - $1,000,000 @ 0.80%
$1,000,001 - $$2,000,000 @ 0.75%
Over $2,000,001 @ 0.65%

We Are Your Partner On Your Journey

Our mission is to empower individuals to achieve their financial aspirations through personalized planning. We provide professional advice, customized strategies, and a commitment to lasting impact and generational wealth.