Our Fees
Financial Services Fees
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Asset Management Fees: Blended percentage based on assets under management, not to exceed 1%.
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Financial Planning: No charge for initial Financial Planning services.
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Minimum investment to Get Started: None.
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Specific fee structures and potential tiered pricing are available upon request. Please refer to our Form ADV Part 2A for details. Additional or ongoing financial planning services may be subject to fees, which will be disclosed in advance.
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Tax Preparation Fees
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Individual Tax Returns: Starting at $390, subject to increase based on the complexity of the return.
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Student Tax Returns (through Senior Year of College): Starting at $130.
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Non-Individual Tax Returns (Business, Trust, or Organization): Fees vary based on complexity and are determined at the discretion of the tax advisor.
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Tax Strategy and Consultation Fee: Included in the annual tax preparation fee. The advisor reserves the right to charge hourly for complex consultations, which will be discussed with the client prior to any work being done.
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Audit Coverage: Included with the tax preparation fee.
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Note: we provide tax preparation services for our active financial clients.
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