In order to create and maintain a comprehensive wealth management plan for our clients, we must continuously work to understand, organize, and manage their wealth. This ongoing effort is required to assure that financial goals are realized.
How We Can Help You.
As a full-service wealth management firm, striving for long-term relationships with our clients, we offer the following services as part of our comprehensive and collaborative wealth management process.
Estate & Trust Services
We primarily work with individuals and families. Clients range from young professionals to corporate executives, small business owners, and retirees. Our preferred account minimum is $1 million. Our fee schedule is listed below:
Annual Fee Schedule*
- 1.25% of the first $500,000 under management
- 1.00% of the next $500,000
- 0.75% of the next $2,000,000
- 0.50% of the next $2,000,000
- 0.35% over $5,000,000
*Additional planning fees may apply.