How our fees work

We charge one flat annual fee based on the size of your portfolio, billed quarterly. There are no commissions and no product sales.

For more on fee-only advice, read more.

These fees are current for 2023 and are reviewed every January.

The fee starts at one percent of the assets we manage and steps down as a portfolio grows, so larger accounts pay a smaller share. For families who want a plan but not ongoing management, we also offer a one-time planning engagement at a flat price agreed before we begin.

We publish the full fee schedule to every prospective client before the first meeting, and the fee appears as its own line on every quarterly statement, so there is never any question about what you are paying or why.