We believe in transparency so that our relationship with you is built on trust. 

We provide financial planning services as part of our fiduciary investment advisory package. This fee starts at 1% based on a minimum initial balance of $1 million in assets under management (AUM). 

The fee schedule is discounted for households when AUM exceeds tiers of $3 million, $5 million, $10 million and $20 million. These fees are debited at quarter-end from your accounts based on current balances. 

If your AUM begins at less than $1 million, we apply a minimum fee of $10,000 annually ($2,500/quarter). We offer this only when we believe it is in your best interest, as this allows us to begin financial services now while your AUM increases over time. We do not charge trading or transaction fees.

We can provide access to insurance products, such as life insurance, long-term care insurance, or annuities. Insurance products are typically commission-based. These solutions are only recommended if they are in your best interest and part of your holistic financial plan for risk management.

Christopher Street Financial: By The Numbers