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No Commissions.

No Hidden Fees.

Simply IMPACT Investing.

We Like to Keep Things Simple

Which is why our pricing is based on investments, financial planning, or both.


Investment Clients

Single Billing Rate*


Asset Level

Annual Fee

$0 - $999,999
1.00%
$1,000,000 - $1,999,999
0.90%
$2,000,000 - $2,999,999
0.80%
$3,000,000 - $3,999,999
0.70%
$4,000,000 - $4,999,999
0.60%
$5,000,000 - $5,999,999
0.55%
$6,000,000 - $6,999,999
0.50%
$7,000,000 +
Negotiable



Investment Management Includes:


  • *Single Billing Rate on all assets under management: For example, if we manage 2.5 million for a client, their annual advisory fee would be 0.80%. One-fourth of this fee would be deducted each quarter. If their assets grow to 3 million, the annual fee would automatically reduce to a single billing rate of 0.70% per year.
  • Asset Allocation implementation and monitoring
  • Environmental & Social personal portfolio customization
  • Optimized Rebalancing as portfolios grow
  • Tax efficient customization in non-retirement accounts
  • Performance reporting & statements at your online fingertips


*

Planning Clients**


Initial Financial Planning Services Fee:


$1,000

plus

Monthly Retainer Fee (depending on complexity):


$100 to $400


**With assets under management of $250,000 or more, financial planning services are included in the investment management fee.



Financial Planning Includes:


  • A free 60-minute consultation to assess your current financial situation and walk you through the financial planning process.
  • A 60-90 minute Initial Data Gathering and Discovery Meeting via video conferencing, where we talk more in depth about your financial goals and most pressing financial concerns.
  • A 60-90 minute Diagnosis and Recommendation Meeting, which includes:       
    • An easy-to-read summary of your current net worth, goals, action items, and more.
    • Recommendations in the following areas: savings targets, debt repayment, investment goals, retirement planning, insurance, estate planning, and tax planning.
    • An asset allocation for your current 401(k) or work retirement plan.
  • Implementation meetings as needed, or as a major life events come up, to check your progress.
  • A CERTIFIED FINANICAL PLANNER™ practitioner who you can reach out to via email or phone any time as your situation changes.
  • Recommendations to other experts in our network such as estate planning attorneys, CPAs, and insurance agents.