Service Fees
Our asset management service typically serves clients who are too busy and have no desire to manage their own assets. We have discretion to trade for our clients and tailor the asset allocation to your specific financial circumstances and risk tolerance.
Project-Based:
Project-Based planning typically serves clients who are comfortable performing investment management tasks on their own, but who have questions about their own situations and strategies that require more personalized advice than YouTube videos or personal finance websites can provide.
My advisory fees are tiered and capped:
1% on the first million or $10,000 annually.
.5% on the second million or $15,000 annually.
Fees are capped at $15,000 for portfolios up to 10 million.
Most advisory fees are paid with pre-tax dollars.
My Project-Based fee schedule:
$6,000-$20,000
A specific fee will be provided after the initial discovery meeting.
Fees can be paid via check, ACH or credit card.
There is no cost for our initial meeting.
My clients typically have between 1 million and 10 million investable assets and are between the ages of 50-75.
My goal is to develop a deep understanding of the clients and get to know them as a person rather than a list of assets.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through TOP Private Wealth, a registered investment advisor and separate entity from LPL Financial