My clients are commonly Individuals and families in the top income tax brackets. Taxes are a significant expense each year and clients are looking for planning and investment strategies that seek to minimize taxes.
Broad Asset Mix
My clients often have a mix of 401(k)/IRA assets, “after-tax” assets such as cash and brokerage accounts, and potentially ROTH assets as well.
Eager Delegators
My clients understand that investing and financial planning are not their areas of expertise, and they want to delegate this responsibility to an independent CFP ® professional.
Fee Table
Assets Under Management
0-3 Years
3+ Years
$500,000 to $1MM
1.25%
1.15%
$1MM to $2MM
1.1%
1.0%
$2MM to $4MM
0.95%
0.85%
$4MM+
0.80%
0.70%
As a “thank you” to our clients that stay with us for three years we will lower the fees charged to each account by 0.10% (10 basis points).
Financial Coaching
Learn about the rise of Impact Investing and how it may benefit you.
