Price is what you pay. Value is what you get.
- Warren Buffett

The Heights Financial Services Fee Schedule

Household Account Value

Account Fee

$500,000-$999,999 1.25%
$1,000,000-$2,399,999 1.00%
$2,400,000+ $24,000/year
Fee: $500 Fee: $1,650 Fee: $3,000 Fee: $6,500+

How are we different?

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Simple, Clear Percentage-Based Fees:

  • The transparent structure shown in the table above allows you to see exactly what you're paying.
  • As a fee-only CERTIFIED FINANCIAL PLANNER™, I don't receive any extra compensation from commissions or product sales.
  • Choosing to be a fiduciary, I am obligated to put your interests ahead of my own.

Capped Fees for High-Net-Worth Households:

  • High-Net-Worth Households often overpay for Portfolio Management without receiving superior value.
  •  To address this, I limit total household fees to $24k/year, regardless of your portfolio size.
  • For example, if your household investments are $10 million, you would only pay 0.24% of your assets, which is likely significantly lower than your current fees if your investments are $3 million or more.

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