Fee schedule
Our fees are simple, and published in public.
You should never have to reverse-engineer what your advisor is paid. This is the whole schedule.
First $2,000,000
1%
Annually, on assets under management.
Above $2,000,000
0.5%
Annually, on the amount over $2 million.
How billing works
For private wealth clients the fee is billed quarterly and in advance. A fee page is shown in your quarterly report for your review, and the fee is then netted from your Schwab accounts, with no client effort required. If a cancellation occurs mid-quarter, clients may request that fees be refunded on a pro-rata basis.
What the fee includes
- Every service listed under our personal and business solutions
- Planning, tax, estate, insurance, and retirement income advice
- Portfolio construction, monitoring, and rebalancing
- Cancel anytime, with no penalties
- Minimums and fees may be negotiable
Please reference our client agreement for all terms, services, and conditions. Assets are custodied at Charles Schwab and held in your name.