Transparent Pricing Aligning
Our Interests to Yours
Holistic Financial Planning
| Assets | Financial Planning | Portfolio Management |
| $5,000 -$500,000 | $249/mo. | 0.50% |
| $500,000-$1,000,000 | Included | 1.00% |
| $1,000,000-$2,499,999 | Included | 0.875% |
| $2,500,000-$4,999,999 | Included | 0.75% |
| $5,000,000-$9,999,999 | Included | 0.625% |
| $10,000,000- $24,999,999 | Included | 0.50% |
| $25,000,000 + | Included | Negotiable |
Family Business Services
Corporate Retirement Plan Management
Max Fee of 0.75%
* Fee Quotes Customized
on Request
We Do Well as You Do Well
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