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We value transparency 

Discussing fees may not be everyone's favorite topic, but we find it crucial to be clear and upfront about the associated costs.

Playful Mother and Daughter
Playful Mother and Daughter

No commission products or hourly fees

We don't engage in the sale of investment products or receive commissions on the investments we suggest for you. If you have any questions, feel free to contact me, and you won't receive an invoice in the mail.

1% annual advisory fee with a $400,000 asset minimum

Our annual fee starts at $4,000. If you have $400,000 or more in investable assets (IRA, Roth IRA, or brokerage account), the fee is deducted from your investment account.

Not quite at the $400,000 mark yet? No worries! A $325 monthly subscription fee can be paid directly from your checking account while working towards your savings goals.

Mother and Son
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