As a fee-only financial advisor, my compensation is based solely on the advice I provide. I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from any other professional.
My commitment is to serve as a fiduciary. What is a fiduciary financial advisor?
This word gets thrown around a lot, so here's what it actually means for you. As your fiduciary, I am legally and ethically required to act in your best interest — full stop.
That means I disclose and minimize all conflicts of interest, I don't accept commissions or referral fees, and every recommendation I make is based on thorough research and your specific situation. As your life changes, my guidance changes with it.
In short: I work for you, not for a firm, not for a product, and not for a commission.
Our fee, based upon assets under advisement, is listed in the schedule below.
- The first three months are paid upfront upon the signing of an annual financial planning contract.
- Thereafter, the fee can be paid quarterly or monthly either out of your assets or your cash flow depending on your preference.
- The minimum annual fee is $10,000.
- Depending on the complexity of your planning needs, your fee could be higher or lower.
- Your fee is guaranteed for two years once we start working together.
| Assets Under Advisement | Percentage Cost |
| $0 - $500,000 | 1.15% |
| $500,001-$2,000,000 | 1.00% |
| $2,000,001-$4,000,000 | 0.85% |
| Over $4,000,000 | 0.75% |
Our service includes the following components:
Cash Management Planning
How can I create a cash flow plan that allows me to enjoy life now while still working towards my vision and goals?
Investment Management
How can I use investment strategies to provide me with the financial resources I need to reach my life goals?
Retirement Planning
How can I build a foundation for independence and freedom to enjoy life as I get older?
Risk Management Planning
How can I protect myself and my family from unexpected obstacles or events that might take us off track from reaching our visions and goals?
Estate Planning
How can I communicate my wishes and provide peace of mind to my family if I become incapacitated or after I die?
Tax Planning
How can I be sure that none of the financial strategies we put in place for helping me to reach my vision and goals will trigger excessive tax liabilities that might take me off track?