We encourage you to spend time on our website to learn more about our firm. The next step would be to contact one of the principals of the firm to discuss your situation and to set up an initial fact-finding meeting.  In that meeting, we discuss both the facts of your financial situation and your feelings regarding finances, goals, and objectives. 

After this initial meeting, we prepare an engagement letter outlining your situation as we understand it, your goals and objectives as stated to us, and some concerns that we have based on the information you have provided. In addition, a planning fee will be quoted based on the complexity of your situation and your assets.

Accredited Investors receives no commissions, referral fees, or expense reimbursements from any of our recommendations. Thus, we remain unbiased and always keep the client's best interests in mind.  To ensure that we are able to provide the highest level of services for our clients, we have implemented the following fee schedule: 1% on the first $5 million, 0.75% on the next $5 million, and .50% on the next $5 million. The fee is negotiable for assets greater than $15 million.  Subject to wealth accumulation exceptions, our minimum annual fee is 1% of $2 million of assets under management or $20,000.