Transparent pricing. No surprises.

Our wealth advisory fee is inclusive of our services and based on the assets we directly manage for you.
Wealth Management
0.89% annually
$100,000–$1 million under management
  • 2 dedicated wealth advisors
  • Full financial and retirement plan
  • Customizable investment strategies
  • Tax-coordinated portfolios
  • Tax loss harvesting
  • 401(k) allocation recommendations
  • College savings and 529 plan advice
  • Insurance review and recommendations
  • Home purchase impact analysis
  • Stock option and executive compensation evaluation
Private Client Group
0.69­–0.79% annually
$1 million+ under management
  • Everything our wealth management clients receive plus:
  • Priority access to investment committee
  • Dedicated lending advisor
  • Separately managed accounts
  • Family tiered billing
  • Collateralized lending services
  • Donor-advised funds
  • Hedge fund access
  • Estate attorney and CPA collaboration