Fees & Service Tiers
Complete transparency about how we're compensated and what you receive at each level of service. Our fee-only structure keeps your goals at the center of every recommendation.
How We Are Paid
A Transparent, Fee-Only Approach
Financial advisors are typically paid through commissions from product companies, direct client fees, or both. We chose a direct client fee approach because it removes the influence a large investment company could have over our recommendations.
No Commissions
We don't earn commissions from selling financial products. Our fee-only model means our only incentive is your success.
Fiduciary Obligation
As a firm with a fiduciary duty, we’re obligated to act in your best interest at all times — not ours.
Over $400K AUM
Investment Management & Financial Planning
Comprehensive, faith-aligned financial solutions for those navigating significant life transitions and wealth-building opportunities. Designed for clients with complex needs — from retirement planning to high-net-worth strategies.
Core Services
- Annual comprehensive review of your financial strategy (phone, video, or in-office)
- Professional investment management using our Biblically Responsible Investing approach
- Strategic allocation guidance for all investment accounts (401(k)s, 403(b)s, 529 plans, etc.)
- Year-round support via phone, video, text messaging, email, and in-office meetings
- Advanced planning strategies for retirement, tax efficiency, legacy, and charitable giving
Tier One
- 3 additional hours annually with an advisor for financial planning, advice, or portfolio review. Ideal for growing professionals, families building wealth, and retirees.
Tier Two
- 6 additional hours annually with an advisor. Enhanced support for complex financial situations and multi-faceted planning needs.
Tier Three
- 10 additional hours annually with an advisor. Comprehensive support for sophisticated planning, legacy strategies, and high-net-worth families.
Blended Fee Schedule
AUM = Assets Under Management
| Assets Under Management | Annual Fee | Effective Fee |
|---|---|---|
| First $1,000,000 | 1.00% | 1.00% |
| Next $1,000,000 | 0.75% | 1.00% - 0.875% |
| Next $3,000,000 | 0.50% | 0.875% - 0.65% |
| Over $5,000,000 | 0.30% | 0.65% or less |
Example: $2,000,000 Household
- A household with $2,000,000 under management would pay a blended annual rate of 0.875% — that's 1.00% on the first $1M and 0.75% on the second $1M.
- Fees are charged quarterly based on the ending balance from the previous period.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.