What are the costs?

Investment Management

Investment Management

  • Advisory fees are held to 1%, and less, depending on account size; the first break point is at 250k.
  • We use ultra low cost ETFs and no-load mutual funds
  • We are able to use institutional share class mutual funds
  • Mutual funds that have 12b-1 fees are not used
7X Financial Maps

7X Financial Maps

A full financial plan is free for existing customers

For non-customers there is a flat $499 charge.

Hourly Consulting

Hourly Consulting

Sometimes you just need help solving for a specific goal or two.  This type of service would fall under our short term or periodic services.  These items are handled at a rate of $175/hour. 

Want to see how much you're actually paying in fees??

Want to see how much you're actually paying in fees??

Fees can be tricky.  Sometimes you can see them, like with an advisory account, and sometimes they are buried, unseen, within the investment itself.  Worse are those investments that do both -- charge you a fee that you can see and then, unbeknownst to you, also have even higher fees hidden inside on top of that.  A double whammy! 

If you want to see what you are really paying on your investments, we can show you.