We charge an Assets Under Management fee, which is a percentage of the amount of money that we are currently managing.
This fee is negotiable depending on client situation.
There are currently no fee minimums.
No, the only fee I receive is the fee mentioned above. I am not paid via any commission or kickbacks from other investment companies.
Charles Schwab is the custodian that we use for all managed accounts.
Please see our privacy policy here.
There are no upfront fees. Clients can cancel their relationship with me any time. You can call me or Schwab directly to request termination, and there will be no further charges. And while I’m sure this won’t be an issue, you could theoretically sign up to work with me one month and cancel the next, with no cancellation fee.
You get the best of both worlds: the personalized service and direct access of a small, fiduciary firm combined with the institutional strength, security, and investment insight of Charles Schwab. Your assets are held securely by Schwab, and our strategies leverage their sophisticated research, ensuring you receive top-tier expertise with small-firm dedication.
Meet with a CERTIFIED FINANCIAL PLANNER™ and learn more flat-fee financial planning:




