Fees

Explore Our Fee Options

We believe that business owners have enough to worry about and should get the advice they need and the service they deserve. We want advice to 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

  • Project-based: Advice and guidance on a particular topic or short-term support
  • Services offered: Answering questions, setting up initial plans, getting clients back on track, providing financial advice

Comprehensive

Only $375 per month*

This is our most popular option and is best for those who want ongoing advice and support.
  • Services offered: Advice on identifying and closing The Profit Gap, The Value Gap, and The Wealth Gap
  • Objectives: Improving and increasing business value, managing wealth through personal financial planning and tax planning
  • Duration: Typically 2-5 years, but can be longer
  • 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 more than one business, alternative investments, or requiring in-depth estate planning

Investment Management

Flat fee: 0.5% (minimum of $100,000)

  • Additional service to Advice options
  • Investment philosophy: ‘Passively Active’
  • Portfolio management approach: Well-balanced and diversified using a combination of Index ETFs, Individual Stocks, and Mutual Funds
  • Trading approach: Not active traders, adjustments made based on market and holding reviews

For Business Owners

Minimum annual planning fee
$ 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%

For Individuals

Minimum annual planning fee
$ 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 business owners to achieve their financial aspirations through personalized planning. We provide professional advice, customized strategies, and a commitment to lasting impact and generational wealth.