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Fair, Up-Front Fee Structure

As a fee-only firm, we do not sell any financial products or receive commissions for any of our recommendations. We hold ourselves to the highest fiduciary standard in which our recommendations are in your best interest.

Project-Based Financial Planning

All project-based services will be based on our $150 hourly rate.

For a Comprehensive Financial Plan, the cost will depend on the complexity of your specific situation, and in most the cases, it would be provided to you at the end of our complementary introductory meeting.

 As a reference, a typical broad base plan would cost between $1,800 and $2,900.

Investment Management (AUM)

Asset TiersAnnualized Asset-Based Fee
$0 - $500,0000.50%
$500,001 - $1,000,0000.40%
$1,000,001 - $2,000,0000.30%
$2,000,001 and above0.20%

As an example, if you have a balance of $100,000 in our Garrett Portfolios, you will pay $500 per year for this service.