Pricing
Personal Advisory Services
We require a $250,000 minimum investment for those interested in our personal advisory services. Discretionary accounts allows us to make decisions more quickly and efficiently, which reduces our fee.
Asset Balance
Discretionary Management Fee
Non-Discretionary Management Fee
$250K-1M
$1,000,001-$3M
$3M+
1%
.75%
.50%
1.1%
.85%
.60%
Simple Investing Services
We require a $10,000 minimum investment for those interested in our simple investing services. Simple investing includes both Optimal or Ethical portfolios. We charge an annual advisory fee of $250/year, plus the respective management fee.
Asset Balance
Management
Fee
$10K-$500K
$500,001-1M
$1,000,001+
.5%
.45%
.40%
Ethical Retirement Plan
We charge an annual advisory and administrative fee of $250 per account to the employer. All fees are billed quarterly. The management fee schedule as it applies to employees is shown in the chart.
Asset Balance
Management
Fee
$5K-$500K
$500,001-1M
$1,000,001+
.5%
.45%
.40%
Financial Planning
A detailed description of our financial plan pricing can be found here.