Pricing

Simple, transparent pricing with no hidden fees.

Ongoing Management

$10,000/year

Paid quarterly ($2,500 per quarter)

Comprehensive financial planning
Quarterly review meetings
Ongoing tax optimization
Investment management
Email and phone support

Fee Structure

  • No AUM fees: You pay the same annual fee regardless of your portfolio size
  • No commissions: I have no ties to any insurance company or bank
  • Fiduciary standard: Legally and ethically required to act in your best interest