Service and Fees

High-touch Service is my number 1 priority

I don’t compete with big firms on price or flashy tech. I’m not a discount advisor or a big-box shop.

I compete where they can’t: personal attention and truly customized advice.

That’s why I intentionally work with no more than 100 clients. 

By keeping it small, I go deeper with each relationship so you get the attention you deserve, not a cookie-cutter plan.

Start Up

$1,000/yr. + 0.85% of managed assets (tiers down for account size)

We will meet semi-annually

Best for young professionals with less than $1m in assets

Core

$5,000/yr. + 0.85% of managed assets (tiers down for account size)

We will meet quarterly

Best for business owners and near-retirees with $1m to $5m in assets

Elite

$10,000/yr. + 0.85% of managed assets (tiers down for account size)

We will meet as frequently as desired

Best for complex scenarios or people with more than $5m in assets.

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