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Fees and Service Menus

Find the Right Service Level for Your Needs

Our client fees are structured by the assets we manage, which are split by two service levels. These two service levels are $500,000 and $1 million. Within each category, we provide services to assist our clients in many different financial aspects as well as other areas of their life. We are aware that each individual and family are different and we have worked to build services that touch many different areas of life to pursue a successful future for our clients.

Some of our services consist of:

Investment planning

  • Portfolio Rebalancing,
  • Client Portal Access
  • Advice on Held Away Assets


  • Portfolio Tax Management
  • Coordination with Tax Professionals

Financial Planning

  • Life Planning
  • Social Security Claiming Plans
  • Retirement Planning


  • Elder Care Discussions
  • Acct Titling and Beneficiaries
  • Multigenerational Meetings

Education and Business Planning

Estate Planning and Charitable Giving

Outside Professional Resources

Our team wants to provide the services that best fit your financial situation, your family, and your future. We are prepared to provide a service, or lead you to an outside professional to ensure that you are equipped with what you need now and in the future. We are confident that through our services, we can work together to pursue an overall successful financial/life plan to create confidence in you and your family’s future.

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