How We Work & Fees

What if I have high income but limited investable assets?

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.

Have a follow-up? Schedule a short conversation and we'll walk through it with you.