Wealth Management Fees

Fees2021-05-27T16:39:23-07:00

Our only compensation comes from our clients. As a fiduciary, our goals are always aligned with theirs and our motivation is to grow and protect our clients’ assets, not to do excessive trading or sell particular products. We provide conflict-free advice designed for each client’s personal financial path. Our fees are based on assets under management and include comprehensive investment management and financial planning.

Annual Fee Schedule

Assets Under Management Annual Fee
Up to $3 million 1.00%
$3 – $5 million 0.75%
$5 – $15 million 0.5%
Over $15 million 0.25%

The minimum annual management fee is $10,000, so it makes sense to have $1,000,000 of assets under management in order to receive the best value.

The annual fee covers all investment management and financial planning services. There may be some circumstances, such as a very complicated estate, that are not covered by the normal annual fees. These services are available when needed and will be billed hourly according to the complexity of the situation.

Billing Schedule

Fees are billed quarterly and in most circumstances paid directly from the account(s) we manage for you. Our quarterly reporting to clients always shows performance net of our fees.

Nonprofit Investment Management

A financial advisory team to increase your organization’s impact
We provide investment management solutions for nonprofits. Please visit our
nonprofits page for more information and fee structure.

Innovation Begins with Investment

In a showing of bipartisan support, the US Senate voted for the Innovation and Competition Act. It provides widespread support for research and development in technology and science, representing a long-term view that will hopefully drive needed patterns of change.

Elemental Beauty

April - June 2021
Explore the mesmerizing work of Richmond-based artist, Stephen Bruce who uses a variety of acids to paint on metal surfaces. Join us for a virtual artist reception on April 29.