We believe clarity and trust are the foundation of a great client relationship. That’s why we’re upfront about the cost of our services. Our fee structure is designed to reflect the value of the guidance and expertise we provide and we aim to ensure transparency and fairness every step of the way.
 

Advisory Fee Structure

Advisory fees are for accounts managed by our advisors and do not include internal fees. Fees are tiered based on aggregate assets under management per household, per annum.

  • Tier 1:   $0 - $1,000,000                                         1.00%
  • Tier 2:   $1,000,001 - $2,500,000                          0.90%
  • Tier 3:   $2,500,001 - $5,000,000                          0.80%
  • Tier 4:   $5,000,001 - $15,000,000                        0.65%
  • Tier 5:   $15,000,001 and above                           0.50%
     

Brokerage Fee Structure

Fees vary depending on types of investments and number of transactions.
 

Financial Planning

$3,000 – $6,000 depending on the complexity of the plan.