Our Fees

We use a common methodology for determining client fees that's typically referred to as a 'Blended-Tier' fee schedule. This means that as your money invested with us grows, our firm will charge reduced fee for all of your money contained within that bucket, resulting in lower net fees as your accounts grow over time.

As an example, for a $1 million account, your first $250k would be charged a 1.25% fee, however the next $750,000 would be charged at 1.00%, resulting in a net annual fee of 1.063%.

There are no commissions, maintenance charges, trading fees, or other transaction costs assessed on your accounts held with us.

Estimate a Blended Fee

This calculator provides an estimated net advisory fee based on the hypothetical account balance entered and our blended-tiered fee schedule. Please keep in mind that this tool is for illustrative purposes only. Actual fees may differ due to market fluctuations, account types, underlying investment selections, and other account-specific details.