We believe fee transparency is critical to building trust. Our investment management fees are designed to reflect the complexity of your needs and the customizations that you find valuable. 

Our Fee Range: 0.75% – 1.75% Annually

Your advisory fee is based on:

• Portfolio complexity (diversification needs, account structure, estate/tax considerations)
• Customization preferences (specialized assets vs. streamlined, cost-effective choices)
• Time and expertise required to support your goals and objectives

Fees are charged as a percentage of the assets we manage on your behalf. They are inclusive of ongoing monitoring, rebalancing and coordinated management discussions — no surprise add-ons.

What’s Included in Your Fee

Every investment client receives:

• Analysis of savings and investment accounts
• Discussion of objectives and risk tolerance
• Personalized portfolio design
• Values-based investing (SRI/ESG), as desired
• Servicing, including contributions, withdrawals, and account updates
• Support and communication during major market events
• Assistance consolidating accounts as needed
• Ongoing monitoring and annual reviews
• Periodic updates, reminders & newsletters

*Why Fees Vary

Not every client’s needs are the same — and we don’t believe in one-size-fits-all pricing.

Your fee reflects:

• The household total assets we manage, the larger the assets under management, the lower the average fee percentage
• Whether you want the most cost effective strategies vs. a highly customized portfolio
• Investments screening that reflects your values
• The complexity of your investments, tax situation, or account type (such as trusts)

No Hidden Fees

You’ll always know exactly what you’re paying for. Before we begin working together, we review your recommended portfolio, the fee, what’s included, and how it fits into your broader financial plan. Please note that financial planning is provided at a separate, additional cost, as needed.