Take the Direction Best for You
We know clients have varying expectations for handling their investments. To accommodate that, we have divided them into three tiers. Click on each tier below for details and full fee schedules.
Select Advisor Access
For proactive fee-based financial planning & investment management
Select Advisor Access
Select Advisor Access clients work directly with their advisor in regularly scheduled meetings, along with year-round phone call and email access to them. Clients that elect Select Advisor Access may receive a broad variety of services ranging from support of their financial plan, retirement income planning, and annual, personalized tax summary letters. These clients will also have access to our Secure Client Portal which includes real-time spending and cash flow and a secure online document vault.
| Select Advisor Access | |
|---|---|
| $0 to $500,000 | 1.00% of assets |
| $500,001 to $1,000,000 | 0.75% of assets over $500,000 |
| $1,000,001 to $3,000,000 | 0.50% of assets over $1,000,000 |
| $3,000,001 to $5,000,000 | 0.40% of assets over $3,000,000 |
| $5,000,001 to $10,000,000 | 0.25% of assets over $5,000,000 |
| >$10,000,000 | Negotiable |
Select Investment Only
For investment management exclusively
Select Investment Only
Clients who would like their advisor to manage their investments exclusively should use Select Investment Only. This service includes investment modeling, portfolio trading, monitoring and rebalancing, while advisor access is limited to hourly consultations. Select Investment Only clients also have access to our Secure Client Portal which includes real-time spending and cash flow and a secure online document vault.
| Select Investment Only | |
|---|---|
| $0 to $1,000,000 | 0.50% of assets |
| $1,000,001 to $2,000,000 | 0.40% of assets |
| $2,000,001 to $5,000,000 | 0.30% of assets |
| $5,000,001 to $10,000,000 | 0.25% of assets |
| >$10,000,000 | Negotiable |
|
Minimum Annual Fee - $1,000
| |
Digital Investment Only
For digital investment
Digital Investment Only
Digital Investment platform offered through Fidelity Investments.
Fee:
0.5% of invested assets
Learn More about our investment approach
Estimate Your Investment Fees
By entering your portfolio you will be able to evaluate your potential annual cost for each plan level.
+ This is a quote and is subject to change due to final services rendered and scope of the engagement.*