Our Fees

Our Fees:

$250,000 - $500,000. 1.35% 

$500,000 - $1,000,000: 1.25%

$1,000,000 - $2,000,000: 1.05% 

$2,000,001 and up: .95%

Minimum account value per individual client or family $250,000.

Our Wealth Management fees are based on the dollar value of your assets under our management, and apply to a general Balanced Portfolio Investor Profile. Other investor profiles may incur different fees. We welcome all prospective clients: 

  • Younger individuals planning and building for their future 
  • Families and individuals continuing to build their wealth
  • Established individuals, couples and families who are enjoying and preserving their wealth and also at the wealth dispersion / spending phase of their lives. Cori, our Retirement Income Specialist will provide detailed planning for all aspects of your retirement income requirements.