Fees
Fees
As your Christian financial advisor, being fee-only and a fiduciary means you'll always have total clarity. We never accept commissions or hidden incentives—just a fair, transparent fee for the dedicated stewardship and value we provide you.
*For clients with less than $300,000 in managed investment assets, a separate planning fee applies. This monthly planning fee ranges from $150–$500, depending on complexity.
Schedule a Consultation| Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 – $250,000 | 1.10% |
| $250,001 – $500,000 | 1.00% |
| $500,001 – $1,000,000 | 0.90% |
| $1,000,001 and Above | 0.80% |