Asset Management Fee:
Our asset management service fees are based on a percentage of the assets we manage, also known as "assets under management" or AUM. This fee is billed quarterly in advance.
We provide a host of a la carte services for clients not enrolled in Asset Management, such as comprehensive planning, or fielding questions about mortgage refinancing. These services are charged at an hourly rate. The total fee and hourly rate depend upon the complexity of the situation and the amount of research and preparation needed.