How We Are Compensated

Comprehensive Financial Planning  Price Options

Annual Planning Subscription

$3000 First Year 1

$1500  Subsequent years2


1Price includes analysis of up to 5 properties,

inquire about pricing for additional properties. 

250% of first year subscription fee.



Hourly Planning Fee

$250 Per hour

$2000 10-hour block



Investment Management

Annual Asset Management Fee For Market Traded Investments

Fee Based Compensation

Our fee-based compensation typically applies only to market traded investments based on the value of the account because the value of such investments can be easily and accurately assessed daily.  The management fees range from 0.8% to 1.0% per year depending on the type of account and are usually assessed on a quarterly basis. 

Additional custodial and account fees may apply depending on the size and type of account.  All fees are fully disclosed before you make any decisions.


Commission Based Compensation

The value of a number of financial vehicles cannot be accurately determined regularly and as such are not conducive to fee-based management.  These include most types of insurance, private placements and other non-traded investments.  Such vehicles usually provide us with a single front end commission that varies by product and is fully disclosed.  

Some insurance products also provide a small annual renewal compensation as well. 

IMPORTANT: The same invested dollar will not be charged a fee and commission simultaneously.

À La Carte Solutions

Pricing for individual products and select services

Pricing for individual products and select services

Costs are dependent on the specific solution used and are fully transparent and explained prior to making any decisions or investments. Please inquire for further details.


Real Estate Focused Financial Planning Price Options

Annual Planning Subscription

$3000 First Year 1

$1500  Subsequent years2


1Price includes analysis of up to 5 properties,

inquire about pricing for additional properties.

250% of first year subscription fee.



Planning Fee

$250 Per hour

$2000 10-hour block



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