Our Fees

Income tax planning fees …

  • Tax planning fees are computed based on the time committed to a project, times our standard hourly rates, which range from $135 to $400 per hour.

Income tax preparation fees …

  • Tax preparation fees are computed based on the time committed to a project, times our standard hourly rates, which range from $120 to $380 per hour.

Investment management fees …

The following annual fee percentages apply in computing your recurring portfolio management fee:

  • 1.00% on the first $1,000,000 of assets managed.
    • Cumulative total on $1,000,000 = $10,000
  • 0.80% on the next $500,000.
    • Cumulative total on $1,500,000 = $14,000
  • 0.60% on assets over $1,500,000.

Generally, one-fourth (1/4) of the recurring portfolio management fee is computed, billed and payable quarterly (using one-quarter of the annual fee percentages described above to compute this fee).

Financial planning fees (other than those covered by the portfolio management fee structure) …

  • Financial planning fees are computed based on the time committed to project times our standard hourly rates, which range from $135 to $350 per hour.

 

If feasible, we will provide to you an estimate of our expected total fee for a given project prior to beginning the engagement.