AUM – Ongoing Planning
This model is for clients seeking ongoing support and a hands-on partnership to manage their investments and financial life. I work with you continuously to ensure your plan stays aligned with your evolving goals and market changes.
Investment management tailored to your risk tolerance and objectives
Ongoing financial planning covering areas like retirement, taxes, equity compensation, and more
Proactive strategy adjustments as your life changes (e.g., new job, family milestones, or major purchases)
Unlimited communication and support to answer questions or address concerns throughout the year
Assets Invested
Annual Fee
$250,000 - $2,000,000
1.00%
$2,000,000 - $5,000,000
0.80%
Not blended, you move up full tiers as AUM grows. Example: For $350,000 in managed assets, the annual fee would be approximately $3,500. The fee is charged quarterly and deducted directly from your investment accounts for convenience.
Get StartedBest For:
Mid-career or high-income earners looking for ongoing advice and portfolio management
Clients who prefer to delegate financial tasks and want a dedicated advisor to help navigate their financial journey
Full Financial Plan
This model is ideal for individuals or families who want a comprehensive financial plan but prefer to implement it on their own. In two focused meetings, we’ll create a personalized roadmap for the most important areas of your financial life.
A full review of your current financial situation, including income, expenses, investments, and debt
Major life goals like home buying, education funding, or early retirement
Retirement savings (401(k), Roth IRA, IRA)
Equity compensation planning
A detailed written financial plan with actionable steps
Flat Fee: $1,000 - $5,000 for the full plan
Best For:
Young professionals or mid-career individuals who want expert guidance without ongoing management
DIY investors who are confident implementing recommendations on their own but need clarity on strategy
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