Our Services
How Our Fees Work
Your financial plan is as unique as the life you’re building, shaped by your family, businesses, goals, and values. The more complex your financial picture, the more time and expertise it requires to assess, design, and optimize strategies that truly fit you. To ensure you receive the level of attention and depth your situation deserves, our pricing is based on net worth, not assets under management. This keeps costs independent of market swings and aligns incentives for objective, holistic advice. Once your net worth places you within a fee bracket, your fee is flat and fixed within that range, no AUM charges, no commissions, no surprises.
Comprehensive Financial Analysis Report — Price Range: $2,500 – $5,000
Annual Fees for Financial Advisory by Subscription
Flat Annual Fees by Net Worth Bracket
Net Worth Bracket
Annual Fee (Flat)
Up to $1,000,000
Up to $2,500
$1,000,000 – $2,000,000
$4,500 – $6,000
$2,000,000 – $5,000,000
$8,000 – $10,000
$5,000,000 – $10,000,000
$12,000 – $15,000
$10,000,000 and up
Custom
$20,000 – $24,000
Fees are flat within each bracket and not tied to assets under management. Final pricing reflects scope and complexity (e.g., business ownership, trusts, real estate, equity compensation).