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We Are Compensated in Two Ways

Our Fees

Flat Fee for Financial Planning

Average Complexity Fee $5,000

We offer our comprehensive financial planning services for a flat-fee based on your personalize planning complexities, which does not include ongoing asset management.

Ongoing Management of Assets

1% of Assets Under Management

For those wishing to work with us on an ongoing basis, our fee is based on a percentage of the assets under management.