If an advisor gets uncomfortable or can’t explain in a few sentences how they are paid, run away, fast!
-Nicholas J.D. Olesen, CFP
Private Wealth Manager
Clients pay us for our time and advice. It’s really that simple.
As an individual or family, clients can work with us in two ways. First, we can provide wealth management advice and financial planning recommendations for a fixed annual fee, which is based on the complexity of the advice. Second, we can provide solely investment management advice for a percentage of the assets we manage. Many clients ask us to handle both, but they are separate services.
These fees range from 0.6-1.5% of assets we manage (annual fee paid quarterly directly from accounts).
These fees range from $1,550-14,550 per year.
These fees can be hourly consulting fees paid by the company or asset-based through the retirement plan.