We begin with a Priority Survey and a discovery conversation designed to surface what gives your life meaning, individually and as a family. With that clarity, we build a coordinated financial strategy to support it. When every dimension of your financial life is working together, the impact is meaningfully different than when each is managed in isolation.
We use eMoney to give you a secure, organized view of your complete financial picture, accessible anytime by web or mobile. Account aggregation, document storage, and ongoing collaboration between meetings, all in one place.
Financial planning, investment management, tax coordination, estate planning alignment, family conversations, and coordination with your CPA, estate attorney, and other professionals. Coordinating across every dimension of your financial life is part of the service, not an add-on. We do not receive compensation from referrals or from any third-party professionals.
Based on assets under management, typically 1.00% on the first $1 million, declining at higher asset levels.
AssetMark platform and underlying investment management, typically 0.30% to 1.05% annually combined, depending on strategy selection.
Typically 1.2% to 1.8% annually. For standalone financial planning or specific project-based work, an hourly or predetermined flat fee may apply, scoped and agreed upon before any work begins. No commissions. No referral fees. No hidden charges. No surprises. All fees are fully disclosed before any agreement is signed. You will never be surprised by a fee or a commitment.
All fees are fully disclosed before any agreement is signed. You will never be surprised by a fee or a commitment.
When your financial life is organized around what matters most, decision-making becomes clearer and more grounded. We help you understand where you stand today, where you want to go, and how to move forward with confidence and purpose.
