Fees
Our firm caters to ultra high net worth family office clients as well as high net worth individuals seeking investment management and financial planning services. Fees for our services are determined carefully so that they are tailored to our client's specific needs and are competitive in the marketplace. Our firm's design recognizes that clients should be able to pick and choose the services they want. We offer a la carte pricing on all services with discounts offered for using multiple services. For non-investment services we offer hourly, project fee or retainer relationships depending on the client's needs and preferences. Family office services are usually offered on an annual retainer basis. All fees are disclosed in advance.
| Service | Cost |
| Family Office Services | Retainers quoted in advance |
| Investment Management Fees | 0.25%-1.25% depending on investment size and
strategy. Please see service agreements and/or offering memorandums for most complete information. |
| Financial Planning Services | Project fee or hourly $300/hr Partner $150/hr Junior Advisor |