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Our Fee

WHY TCV

A Fair, Competitive, Transparent, and All-Inclusive Fee

We believe the best client relationships are built on transparency and trust. As a fee-only fiduciary financial advisor, our competitive rate is all-inclusive and based solely on the market value of the assets we manage — never commissions or hidden charges. This includes investment management and fiduciary services for trusts, portfolios, and IRAs (Traditional, Roth, Inherited), as well as bill pay, estate planning support, retirement and financial planning, and coordination around tax planning. One straightforward fee, aligned with your goals and the service you receive.

Annual Fee

(Calculated and deducted monthly)

Investment Management & Fiduciary Services for Trusts, Investment Portfolios and IRAs (Traditional, Roth, Inherited)

1.0% of the market value on the first $1,000,000
0.85% on the second $1,000,000
0.70% on the next $1,000,000
0.50% on the balance

How is our fee calculated?

Because our goal is to attract and maintain long-term family relationships, our fee is calculated on the combined market value of accounts held by/for the benefit of related family members.

We conduct an account services evaluation before we accept a new relationship to assure that the services likely to be required will fit within our comprehensive services structure. We reserve the option to assess additional charges for extraordinary services or may decline to accept a relationship that will require extraordinary services. Fees are subject to change.

Additional considerations

Services Outside Our Standard Fee Structure

Some services — such as trust or estate settlement and tax preparation — may have a separate fee structure. We’ll always discuss these in advance so you can make informed decisions.

Upon the death of a client, it is our practice to settle their trust/estate without additional cost, other than for extraordinary or special services.  This courtesy is extended based upon the relationship developed over time with our client and management of their assets.  

When there is no opportunity to develop a relationship during life, estate settlement can often present unanticipated complexities of administration, family dynamics, asset collection, and tax preparation. We generally do not accept appointments in these situations unless there are continuing trusts to be managed.

  • Preparation of fiduciary 1041 tax returns, federal and state, when we serve as trustee – No fee

  • Fiduciary tax returns, federal and state, for client accounts when we are not trustee – Fee based on complexity

  • Federal and/or state estate tax return for clients – Hourly fee 

  • Tax filings for private foundations, when we are trustee – Hourly fee
  • We feel that we have achieved the benefits of intimate, personalized service found in small investment advisory firms while maintaining the benefits of oversight found in larger institutions.