Broker Check

Wealth Management

We generally serve people who have a complex financial situation and desire a high level of sophistication and service from their advisor. Because of our focus on tax planning, we work very well with business owners, executives, and people with complex income tax situations. Our annual fees for Wealth Management are based on a percentage of assets under management and generally range from 0.85% to 1.75% depending on the level of complexity, planning needs, amount of time required by staff, and amount of assets under management. There is a minimum annual fee of $5,000 per year for this service.