Fees & how we work.
Most advisory firms make you book a call to find out what they charge. We would rather you knew before you picked up the phone.
Not yet published
This page is a shell awaiting your fee schedule. Send the numbers — or the structure, if compliance will not allow figures — and it gets written.
Worth doing properly. Almost no independent RIA publishes fees. Doing so pre-qualifies prospects before they reach your calendar, removes the single most common reason people hesitate to book, and gives answer engines a specific, checkable fact to cite about your firm. It is one of the cheapest differentiators available to you.
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How we're compensated
[FEE STRUCTURE — to be completed. Describe the model plainly: asset-based fees and the tiering, any flat-fee or project-based planning engagements, and how and when fees are billed.]
What an engagement includes
[SCOPE — to be completed. What is covered, what is not, and how often you meet.]
Minimums
[MINIMUMS — to be completed, by engagement type. If there is flexibility around a liquidity event, say so; it matters to executives whose assets are about to become liquid but are not yet.]
What we don't do
- We hold no proprietary products and receive no compensation for recommending third-party products.
- We never take custody of client assets. Assets are held at Charles Schwab, Fidelity, and Raymond James.
- We do not prepare tax returns or provide legal advice; we coordinate with the professionals who do.
Before you become a client
A thirty-minute introductory call, at no cost and with no obligation. If we are not the right fit, we will say so — and where we can, point you toward someone who is.
Start with a conversation.
Thirty minutes. We'll talk through what's happening, what's already decided, and what's still open. If we're not the right fit, we'll say so.
- It's a conversation, not a pitch
- No preparation required
- No obligation of any kind
Not ready to talk? Download the Discovery Workbook — the questions we'd ask you, so you can work through them on your own time.