Financial Planning:

These fees cover all meetings and time to develop your financial plan. The Consulting Service Fees range from $2,500 to $5,000 depending on the complexity of each client situation. Client circumstances are evaluated in the introductory meeting and a fixed Financial Planning Fee is quoted before any work begins.

There is also an annual financial planning fee of $500 to cover planning reviews, tax planning meetings and other financial issues that arise throughout the year.


Ongoing Asset Management:

This fee covers the ongoing asset management of your portfolio and is based on the following schedule. Your specific ongoing fees will be quoted after the introductory meeting.  Fees are calculated based on the quarter end market value and payable after each calendar quarter.


Fee Schedule:

  • First $1,000,000:  1.00%
  • Next $1,000,000:  0.75% 
  • Over $2,000,000:  0.50% 

Minimum annual fees do apply.