A clear path from complexity to confidence.

Keeping it to a single fee — 0.50% of the assets we manage — means there's one number to track and one statement to read. The annual minimum exists so that early-stage relationships, where the plan takes real work regardless of portfolio size, are still fully resourced from day one.

That's often where planning has the most leverage: tax coordination, equity compensation, cash flow structure, protection gaps. Because the fee has an annual minimum rather than scaling to zero with a small portfolio, we can take on relationships where the planning value is high even before assets fully catch up — as long as you meet our $600,000 investable asset minimum to engage.

Everything: full wealth strategy — tax planning, estate coordination, retirement income design, and (for Founder Wealth clients) business and equity strategy — plus active stewardship of your discretionary portfolio: allocation, trading, rebalancing, tax-aware implementation, and ongoing oversight. It's one fee for one coordinated relationship.

The fee is billed monthly — 0.50% of assets we manage, deducted directly from managed accounts — or 1/12th of your relationship's annual minimum, whichever is greater in a given month.

The portion billed to your operating entity as a business advisory and planning expense may qualify as deductible depending on your specific situation. That's a question for your tax professional, and we coordinate with them directly.

Yes — two, in fact. We ask for a minimum in investable assets to engage — $600,000 for Wealth Management, $2 million for Founder Wealth. On top of that, every relationship carries an annual minimum fee — $12,000 for Wealth Management, $36,000 for Founder Wealth — that applies whenever 0.50% of managed assets would fall below it.

Because they cover genuinely different work. The Wealth Management relationship coordinates your personal financial life — investments, retirement, estate, risk, and family wealth. Founder Wealth adds a whole separate layer for business owners: succession and exit planning, owner compensation, entity and equity strategy, and coordination with your business advisors. The higher minimum reflects that added complexity, not a different fee structure.

A Virtual Family Office (VFO) brings the strategic coordination of a traditional family office to successful founders and affluent families — without the cost of building full-time, in-house staff. It pairs experienced advisors and specialized professionals with modern technology to coordinate every part of your financial life: investments, tax, estate, business, real estate, insurance, and retirement. For founders whose wealth has outgrown ordinary advice, our Founder Wealth relationship delivers that VFO-style experience — one coordinated team instead of a dozen disconnected ones.

In most cases, no. The portfolio is the primary tool for implementing your plan — taxes, retirement income, estate, charitable giving, concentrated positions, and cash reserves all shape how it should be managed — and when planning and investing are separated, opportunities get missed and even well-designed plans go only partly implemented. Managing your investments in-house is what lets us keep the strategy coordinated and fully executed.