Pricing
Portfolio Size
Annual Rate
Up to $1.0 million
1.00%
Between $1.0 and $2.5 million
0.85%
Between $2.5 and $5.0 million
0.75%
Above $5.0 million
0.50%
// This fee covers all of the services described below
// Fee tiers are applied marginally (e.g., a household with $4.0 million under management would pay 1.00% on the first $1.0 million, 0.85% on the next $1.5 million, and 0.75% on the remaining $1.5 million)
Services
Comprehensive Planning
Retirement and Estate Planning: We design long-term strategies to help you retire confidently, guide you through life’s largest purchases/investments (real estate, education, vacations, etc.) while ensuring your wealth is transferred efficiently and according to your wishes
Accumulation Strategies: We build disciplined savings and investment plans to grow your wealth at an expected rate of return and risk level tailored to your needs
Tax Optimization: We structure your finances to minimize tax drag and maximize after-tax wealth efficiently at every stage of life
Investment Management
Portfolio Construction: We execute holistic portfolio strategies integrating all of your accounts, with customized asset allocations for your goals and risk tolerance
Income Generating Strategies: We offer income generating funds from Dynamic with fixed yields that aim to provide consistent income and reduce the risk of outliving your savings
Low-Cost Approach: We aim to build low-cost and tax-conscious portfolios, primarily leveraging mutual funds from our partners at Dimensional Fund Advisors
Risk Management
Insurance Planning: We assess your risks and recommend appropriate coverage (if necessary) to protect yourself, your family, and your assets
Debt Management: We create structured plans to reduce debt efficiently while balancing other financial priorities
Will and Power of Attorney Planning: We coordinate with legal professionals to ensure your wishes are clearly documents and properly executed