How We Work & Fees

Why a flat planning fee instead of a percentage of assets?

Because your need for strategy doesn't shrink when markets decline, and it shouldn't cost more when they rise. The flat fee covers expertise, access, and coordination; the investment management fee covers portfolio stewardship. Keeping them separate keeps it clear what you're paying for, and why.

Have a follow-up? Schedule a short conversation and we'll walk through it with you.