Financial Planning
Our Financial Planning services are structured around a fixed fee model, which can be up to $10,000, reflecting the complexity of your financial situation and the depth of services required. This fee is divided into two payments: 50% due upon signing the agreement and the remaining balance at the start of the Financial Review appointment.
Investment Management
Our tiered pricing model rewards you with lower fees as your portfolio grows, starting at 1% for portfolios under $1M and scaling down to as low as 0.5% for investments over $5M. This fee covers the time and expertise required to manage your investments and ensure your portfolio stays optimized over time.