Two Transparent Fee Options
Private Client Group - Comprehensive Wealth Management & Financial Planning
This is the most popular option and comprises of sustainable investment management as well as financial planning. The initial minimum to start is $250,000 of investable assets per household. The all inclusive fee starts at 1.1% of assets under management.
Financial Planning Retainer
We are proud to offer a retainer model for those who may not meet our Private Client Group minimum but could still benefit from financial planning and sustainable investing. The upfront cost is $1,000 - $3,000 with a monthly subscription of $250 - $1,000.
