``Price is what you pay. Value is what you get.``

-Warren Buffet

Pricing with you in mind

Our Simple, Transparent Fee Menu

Investment Management

First $1 Million: 1.00%

Next $1 Million: 0.75%

Over $2 Million: 0.50%

Hourly Consulting

Hourly consulting services available: $225 per hour

Financial and Estate Planning

One time upfront plan design fee: $1,250

Annual plan maintenance: No cost

Major plan updates: $225 per hour

Work with Us

Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.