Service Packages

Investment management includes comprehensive financial planning. We require that clients engage us for investment management, and we have an investment minimum of $750,000. 

For households who do not meet that minimum, we will manage your investments for a flat fee until you have reached the asset minimum. This fee is based on an hourly rate of $400/hour and varies based on complexity.

For assets of $750,000 and higher, fees are billed quarterly from your accounts.