Pricing
Integrated Wealth Management: Strategic Planning and Portfolio Management.
As a fee-only fiduciary, I am compensated solely by you - no commissions, no product incentives, and no conflicts of interest. I provide ongoing portfolio management and tailored, legally-informed financial planning with tiered pricing based on assets under management. Your fee grants you access not just to disciplined investing, but to the strategic depth, foresight, and due diligence gained from a decade in the law. This approach ensures that your assets are seamlessly integrated with your complex tax, estate, and long-term financial goals.
The initial consultation is always free, and you will never pay anything without expressly agreeing to the services in advance.
Assets Under Management (AUM)
1.00% on the first $1 million
0.8% on the next $2 million ($1 million to $3 million)
0.65% on assets above $3 million
Project Based/Flat-Fee
Some clients may elect a fixed annual advisory fee based on a service tier. Flat-fee engagements may be billed quarterly and cover financial planning, investment evaluation and/or portfolio review, and other related advisory services. A typical flat-fee arrangement will range between $2,000 and $5,000 depending on complexity, scope of services, and other circumstances. All fees are agreed upon in writing prior to the commencement of any services.
Start with a complimentary meeting to see if we’re the right fit.