Our Process & Pricing
Step 1
Comprehensive Services We Provide
Four Seasons of Advice
Financial Plan Creation & Implementation
Quarterly Review Meetings
Virtual or In-person Meetings
Ongoing Communication (Email, Call, Text)
Client Portal Access
Custom Portfolio Construction & Ongoing Management
Performance Reporting
Dave’s Digest Newsletters
Step 2
Choose Your Pricing Option
Option 1
Flat Annual Consulting Fee
- Approximately 1% of annual income or total assets (whichever is greater)
- Billed annually up front
- No asset minimums required
Option 2
Assets Under Management (AUM) Fee
| Assets Under Management | Advisor Fee |
|---|---|
| Up to $100,000 | 1.50% |
| $100,001 – $500,000 | 1.25% |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $3,000,000 | 0.90% |
| $3,000,001+ | 0.75% |
Fees debited directly from managed accounts
🔒 We believe in transparent, straightforward pricing that aligns with your financial needs.
