We help first-generation wealth make smart decisions about their money

So you can do what you want to do.

Our Annual Fee Structure

Our financial planning fee is based on complexity and typically ranges from $2,499 to $5,999.

Transparent and Competitive Tiered Annual Fee Structure.avif

Client Advisory Programs fees are billed monthly in advance and are debited directly from the Client account. The annual advisory fee is negotiable between the Client and the Representative. It can be a specific fee percentage; however, the fee is most often based on a sliding schedule that ranges from 30 to 160 basis points. This results in different fees for similar accounts. Based on your investment portfolio and investment strategy, the costs associated with an advisory account can exceed the commissions you would pay for brokerage services only.