Investment Management

This fee-only service is for the ongoing active investment management services that we provide for our clients. This service is limited to clients with a minimum of $500,000 of investment assets to be managed.  This includes quarterly and annual reporting on the client's investment portfolio and asset allocation.  All fees are based on the total assets under management at end of the preceding quarter and billed quarterly in advance.  Our Annual Asset Management Fees are 1.5% to $500,000, 1.25% to $2,500,000, 1% to $5,000,000, .875% to $10,000,000, .75% to $15,000,000 and .65% thereafter. 

Financial Planning

This fee-only service is oriented toward developing written strategic plans for solving problems and/or reaching specific goals depending on the client's needs.  There is a one-time fee charged for this initial plan development.  This fee typically ranges from $2,500 for a financial plan summary and investment review to $10,000 or more for a comprehensive financial and investment plan.     

Financial Consulting for Closely Held Businesses

This fee-only service focuses on the current and future economic viability of a business.  This fee typically ranges from $5,000 for a current and estimated future financial snapshot to $25,000 or more for an in depth analysis of the company.