College Funding Planning
Paying for College is complicated, but with the right guidance we help you make informed decisions to craft an affordable path to college.
Financial Planning Fee Tiers
SILVER
$1,500 or $100/month recurring
GOLD
$2,000 or $120/month recurring
PLATINUM
$2,500 or $150/month recurring
Portfolio Management Fee Tiers
$0 – $250,000
1.30%
$250,000 – $500,000
1.15%
$500,000 – $1M
1.00%
$1M – $1.5M
0.90%
$1.5M – $2.5M
0.80%