Pricing

Like any professional service, you expect value for your money. Consequently, we price our services depending on the complexity of the work, but we always strive to provide value. Financial planning is quoted as a fixed dollar amount. Investment management is priced as a small percentage of the amount we are managing for you and is on a declining fee schedule - the more assets we are managing, the lower the percentage. After our first meeting we can give you an accurate estimate of all costs involved.