Our fee structure is designed to ensure our incentives are always aligned with your long-term success. Our sole form of compensation is the fees we collect from our clients based on the fee schedules listed below.
Note: A minimum client investment is required. Fees are calculated quarterly in arrears based on the average daily market value of assets and are prorated for any period less than a quarter. Advisory agreements may be terminated at any time.
This schedule applies to IRAs, qualified retirement accounts, and other tax-exempt accounts.
We are proud to support your family's philanthropic mission. Our dedicated DAF fee reflects our commitment to maximizing your charitable impact.
For significant wealth requiring highly complex oversight, we provide a flat-rate fee structure tailored to your family's unique situation. Please contact us directly to discuss a personalized engagement proposal.