We believe in being fair,
flexible and transparent.

And in delivering value that's worth
far more than what you pay.

 

 

 

 

 

 

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For starters, we provide various options so that you can choose the level of engagement you desire.

Doing so provides flexibility and helps reduce any unnecessary fees. In addition, all of our solutions are priced fairly to give everyone—regardless of their net worth—the opportunity to receive objective advice and planning. 

We aren’t in the business of having unhappy clients. We guarantee your satisfaction.

We stand behind what we do. That's why we offer our 100 for 100 money-back guarantee. If at any time during the planning process, you aren’t 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees. Guaranteed.

Pricing

Core

Vision
Select

Vision
Total

Vision
Pricing
Advice & Planning Fees Every client chooses one of our advice and planning solutions. The $395 fee for our Core Vision service is waived in year two, and in subsequent years should you choose to implement with us. Select Vision and Total Vision solutions are discounted by 25% for year two and subsequent years should you choose to implement with us. There is a $1,000 minimum on Select Vision and a $5,000 minimum for Total Vision. All fees are due in advance of services rendered. $395 0.05% of your net worth 0.20% of your net worth
Implementation Fees (Fiduciary Investment Services) This service comes at an additional cost and is priced according to the dollar value of the investments we implement on your behalf. Implementation fees are billed quarterly and can be paid directly from your investments. Please note that implementation often involves several components – not just investments. For example, insurance products may play an integral role. While we'll help implement these pieces, related expenses aren't included in our advertised implementation fees. 1.25% of your investment 0.95% of your investment 0.65% of your investment
100 for 100 Guarantee We aren't in the business of having unhappy clients. Therefore, if at any time during the planning process, you aren't 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees.

While we think our pricing is fairly simple, sometimes it’s just helpful to use a calculator to do the math.