Our Fees

We believe in total transparency around what it costs to work with us because great relationships are built on connection and mutual value. If you can’t easily and quickly understand what and how we charge, it will be difficult to trust and connect with us. Charging on a fee-only basis allows you to easily see your total costs. When we are managing money, we charge on a percentage basis with the minimum amounts shown below. You can see our fee schedule here.

Our clients retain us at one of three service levels:

Just Advice


  • Best for Those Building Their Savings Who Want to Manage Their Own Money
  • Financial Planning for Your Goals, like Retirement or College
  • Money Management Review of Existing Investments
  • Recommendations for Your 401k Plan, or Others
  • Review of Your Insurance Coverage for Gaps
  • On-call Team Available for Questions or Meetings

Advice and Implementation


  • Best for Those Who Are Retired, Within 10 Years of Retirement, or Want Someone to Manage Their Money
  • All of the "Just Advice" Services
  • Financial Planning for All of Your Goals
  • Money Management by Our Private Wealth Team
  • Access to Private Banking Services Through BNY Mellon
  • Estate Planning Review and Coordination with Your Attorney
  • Tax Planning and Coordination with Your CPA

Business Equity Management


  • Best for Business Owners of Private Businesses with $2M-20M of Annual Revenue
  • Review of Business Financial Strategy
  • Integration of Business and Personal Cash Flow Strategies
  • Integration of Business and Personal Tax Strategies
  • Review of Existing Executive Benefits and Recommendations for Changes If Needed
  • Money Management by Our Private Wealth Team
  • Access to Private Banking Services Through BNY Mellon

Don't know which level to choose?

If you don't know which service level best fits you, not a problem. Just click the Get Started button below and let us know what questions you have for us. During your initial conversation with our team, we will recommend the service level that best fits your needs.


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