We are an independent fee-only firm.
As fiduciaries, we are legally liable to put your best interest above our own. And we wouldn’t want it any other way.
Put simply, we want you to experience significantly more in the value of our work together than the cost of our services. Our transparent fee structure is designed to allow us to work with clients in the Bay Area who have a lifetime ahead of them. We require no investable asset minimum and welcome clients who hold concentrated stock positions, illiquid company stock or options, or who have inherited or are building wealth through real estate investments.
We think it’s important that you know exactly what we’ll cover and how we will be compensated before we agree to work together. You’ll know the costs at the outset for planning, tax work, and investment management. Our planning fees are based on complexity and the time commitment we expect to make. Our fee begins with a one-time onboarding initial payment and then an ongoing annual fee billed monthly or quarterly. Typically, we manage the investable assets of our clients, and investment management fees may offset some or all of your financial planning costs. The annual financial planning fee typically ranges from $9,000-$15,000 per year and is based on the extent and complexity of the services provided, while asset management fees range from 1.00%-0.25%.