Broker Check

Fee Structure

Flat Fee or Asset-Based

As a fee-only advisor, David can charge only for his services or advice.


No Commissions or Product Sales, which helps to mitigate any conflicts of interest.

Competitive

While Industry standard is 1% of investable assets, we skew closer to 0.5%.


Our ability to charge less is due to our independent model, combined with our breadth and depth of expertise.

Flexible

The cost for ongoing support depends on the complexity of your situation.


Consider it a sliding scale, with ranges outlined below.


Fees can be charged periodically to accommodate your needs. Most common is quarterly, in arrears.

Our Promise

We have no 'service tiers'


All clients deserve holistic support to the fullest extent, to satisfy the principles of sound financial planning

Investable Assets

$0 - $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $750,000

$750,000 - $1,000,000

> $1,000,000

Annual Fee Range

$500 - $1,000

$1,000 - $1,500

$1,500 - $3,000

$3,000 - $5,000

$5,000 - $7,000

$7,000 - $10,000

Have a Question?

Thank you!
Oops!