Frequently Asked Questions

We only charge for three services and we make no commissions on any recommendations we make.

First, our planning fee starts at $7,500 to onboard into our planning process. That will include the implementation of our recommendations from the first meeting.

After onboarding, we charge $7,500+ on an annual basis and bill quarterly. Next, we charge a 1% fee annually on assets under management (billed quarterly) at our custodian (Charles Schwab Institutional).

Last, we charge for completion of tax returns (individuals $350+, businesses and trusts $900+) based on complexity and time required.

Yes. All of our recommendations are geared towards your specific needs and goals. We are legally and ethically obligated to put your interests above ours.

No. Because we charge the ongoing monitoring fee we do not have an asset minimum.

Yes! We are Zoom superstars and manage virtual meetings.

Our normal meeting cadence is to complete one in depth annual meeting followed by three quarterly check-in calls.