Assets Under Management (AUM) Fee Structure

Our Assets Under Management (AUM) fee model is designed to align our interests with yours. Under this approach, our compensation is based on the value of the assets we manage on your behalf, which means as your portfolio grows, we grow alongside you. This structure allows us to focus on long-term investment management, proactive portfolio adjustments, and ongoing financial guidance without the need for separate charges for each service.

Clients who choose the AUM model benefit from comprehensive wealth management that typically includes investment strategy, portfolio monitoring, rebalancing, and regular reviews to ensure your financial plan remains aligned with your goals. Because our fee is tied to the assets we manage, you can expect transparency, simplicity, and an ongoing advisory relationship built around stewardship and accountability.

Hourly Financial Planning Services

For individuals or families seeking targeted advice or planning support without ongoing investment management, we also offer hourly financial planning services. This flexible option allows you to engage us for specific needs such as retirement planning, cash flow analysis, education planning, or a second opinion on an existing financial strategy.

Hourly planning is well suited for clients who prefer a project-based or advice-only relationship. You receive objective, professional guidance focused on your questions and priorities, with no long-term commitment required. This model provides clarity and control, allowing you to access high-quality financial advice in a way that fits your circumstances.

Choosing the Right Approach

Both fee structures are designed to be transparent and client-focused. The right option depends on the level of ongoing support you want and the complexity of your financial situation. We are happy to discuss these options with you and help determine which approach best aligns with your goals, preferences, and overall financial picture.