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What We Charge

Once you make a decision to hire us, we get you up and running fast since we know you have a busy life and want to get moving on it!

Our Fees

We strive to make all our pricing as clear and transparent as possible. In addition, certain advisors are licensed to offer fixed insurance products through many well-known insurance carriers.


One time Wealth Guidance fee:

The wealth guidance fee is based on the complexity of your financial life and/or your net worth. Wealth Guidance fees may be paid via check, ACH, credit card or withdrawn from your investment account maintained at the custodian (only for clients that we actively manages assets for).


Tiered Fee Calculator
$1,000,000
Enter the total amount to be billed to calculate the weighted fee.
Our Fee Structure:
First $1,000,000 billed at 1.00%

Next $4,000,000 billed at 0.75%

Next $5,000,000 billed at 0.45%

Next $15,000,000 billed at 0.25%

Next $25,000,000 billed at 0.15%

Remaining over $50,000,000 billed at 0.10%
Total Annual Fee
Annual Fee in Dollars
$10,000$10,000
This is the total fee based on the tiered rate structure.
Annual Fee Percentage
Represents the weighted percentage of the total billed amount.
1.00%1.00%
Understanding your fee structure can enhance your investment decisions.