2950 West Square Lake Road
Above all, we believe a financial planning firm should be up-front and transparent about their pricing. When you trust us with something as important as your financial planning and asset management, you should have no doubt about how our fee structure works.
For consultative planning services such as financial planning and tax planning, we charge an annual retainer fee.
For asset management services, we follow an Assets Under Management (AUM) fee structure, which means that we charge a percentage of the amount of your assets we manage. In other words, we do better when you do better!
If you have any questions about our fees or fee structure, please don’t hesitate to ask.