Our fees are below the industry average. A recent study showed that, on average, we charge between 10%-30% less than our competitors. These savings benefit your investment returns over time.
Assets Under Management
Yearly Fee
Discount
Cost per $10,000
$0-$250,000
1.00%
$100
$250,001-$500,000
0.80%
$80
$500,001-$4,000,000
0.74%
$74
$4,000,001-$8,000,000
0.50%
$50
$8,000,001-$12,000,000
0.33%
$33
$12,000,001+
0.20%
$20
How our pricing works
Our fee is an annual fee that is debited on a quarterly basis directly from your Schwab account. This means if you have a $300,000 account and are paying 0.80% for our services, you would pay $2,400 for the full year, or $600 per quarter. This is the only fee we charge.
No hidden fees
When you work with us there are no add on fees for meetings, phone calls or additional services. You have access to our full suite of financial advice as it relates to your 401K, taxes, long-term care, college savings, charitable giving, budgeting, or anything else you can think of.
Are there custom plans for me?
Yes. The option for customized plans are discussed and agreed upon during the introduction process. In addition, fees can be negotiated on a client by client basis. New client relationships only move forward after everyone is on the same page.
Managing Your Account
Do I need to write you a check to get started?
No, we do not take any money upfront to get started.
Where will my money be?
Your money will be held at a brokerage account at Charles Schwab. You will have access to this account through an online login.
How will I pay you for managing my money?
Fees are deducted directly from your account at Charles Schwab.
Can fees be negotiated?
Yes, please contact us to discuss further.
What if I no longer want your services?
You can end your relationship with us at any time with no termination fee.
What if I just need advice, not investment management?
We’re happy to speak with you and see how we can help.