Fees

planning_and_investing_feesAs a fee-only planner and advisor, my fees are established up-front and in writing before we begin working together. I earn no commissions for the sale of any products or services.

Sustainable investment management fees range from .6% to 1.55% of assets under management per year, depending on the account size and whether the portfolio is mutual funds, individual equities or bonds.

For financial planning, we agree on a flat fee in advance and sign a written agreement. Fees for a full financial plan generally range from $1,500 to $5,000, depending on complexity, income and assets.

Occasionally, instead of a full financial plan, a client may need analysis of a very specific issue. In these cases, the fee is $200 per hour.

To get started with sustainable investment management or financial planning, fill out and submit the Introductory Questionnaire.