Fees
A Fee-Only Advisor
We are a Fee-Only Advisor
We are a “fee-only” advisory firm. That means all our income comes from fees our clients pay directly to us for the services we provide them. Unlike a broker, we do not receive commissions from investment companies by selling their products to our clients. This eliminates conflicts of interest as we select investments that we believe will best meet your financial and sustainability objectives. We are held to a “fiduciary standard,” meaning we must always put your interests before our own.
Full Service Model
The Full Service model includes our Holistic Financial Planning and Sustainable Investing services. Fees include unlimited access to your Advisor. You and your Advisor will meet regularly to review your financial plan and investment portfolio.
Initial One-Time Fee: An initial one-time fee of $4,500 covers our crafting your initial financial plan and designing your custom investment program.
Annual Fee: The annual fee covers ongoing investment management and financial planning services. Fees are based on the value of assets we manage directly, as well as certain external accounts you’ve asked us to advise on, such as current employer retirement plans and annuities.
| Assets We Manage Directly | Annual Fee |
| First $1,000,000 | 1.00% |
| Above $1,000,000 | 0.50% |
| External Assets We Advise On | Annual Fee |
| Any Amount | 0.50% |
Minimum Annual Fee: $10,000
Project-Based Service Model
You may have specific financial planning and investing topics you’d like us to address as part of a stand-alone project. Examples of focused engagements include:
- One-Time Comprehensive Financial Plan (most popular)
- Business Owner Reboot
- Estate Plan Review
- Financial Plan Refresh
- Investment Consulting for Nonprofits & Family Offices
- Life Event Mini-Plan
- Tax-Reduction Strategies
Fees are based on an hourly rate of $300. Fee for a One-Time Comprehensive Financial Plan typically ranges between $4,500 and $9,000, depending upon complexity of the client’s circumstances.