We charge less than most advisors; our fees are  usually less than the 1% of total assets under management that most advisors charge. Our negotiated fee depends on the size and complexity of your account.

Our fees are very competitive as we strive to keep a low overhead. As a fee based practice, our interests are aligned with yours. We charge a small percentage of your assets under our management annually. Our main goal is to preserve and grow our clients' assets.

The cost of our financial plans can range from $750 to $5000 depending on the complexity of your situation. We can give you a firm quote on the cost of your financial plan after we conduct a short interview with you.

If you need help with a specific issue, we will make arrangement to charge you on an hourly basis. Our hourly fees range from $125 to $250 depending on the types of service requested.