Investment Planning Fees

Investment management fees are charged as a percentage of assets under management and will range from 0.25% - 1.5% annually.

These fees are primarily determined by the value of assets being managed, but portfolio composition and risk tolerance are additional factors used to calculate the annual fee percentage. 

Investment management clients with a minimum of $500,000 in assets under management, will receive ongoing financial planning services as part of their annual advisory fee.

Financial Planning Fees

Depending on the complexity of each individual case and the areas of financial planning that need to be addressed, our annual financial planning fees range from $500 - $5,000.