Pricing

Investment Advisory Fees

Fees for Investment Advisory Services are typically billed quarterly. The quarterly fee established for these services are based on either a percentage of assets under management (AUM).  Minimum fee for new clients is $5,000 per year.

Financial Planning Hourly Fees

For project-based work — such as Financial Planning or Tax Planning and Preparation — we charge an hourly rate of $350 per hour. Fees are billed monthly in arrears and detailed in your engagement letter. Estimated cost may vary based on the complexity of your project.

Tax Preparation Fees

Individual tax returns: A minimum of $1,000

Business tax returns: A minimum of $1,750

Accounting & Bookkeeping Fees

Minimum monthly fee is $750 per month