OUR FEES

O’Neill & Neylon

Fees for legal services provided by O’Neill & Neylon are generally based upon time charges calculated in accordance with the law firm's standard hourly rates as established from time to time.

Fees for certain services may be estimated in advance because past experience allows the law firm to estimate the time required to complete a particular project. Other services may not be subject to precise estimates because it is unclear how much time may be required to complete the project. In the latter case, we will provide an estimated fee range. Our goal is to establish a clear understanding with our client about the fee arrangement at the beginning of each engagement.

Family Wealth Architects LLC

The fee structure for Family Wealth Architects LLC is designed to reflect our independence and ensure our clients that our goal is the same as theirs: to preserve, protect, and grow the value of their assets. Fees for investment management provided by Family Wealth Architects LLC are based solely upon a percentage of a client’s assets under management as set forth in a written fee agreement acknowledged by the client. Unlike some other investment firms, Family Wealth Architects LLC receives neither additional commissions nor transaction fees. Additional information about our fees is available in Part II of our Form ADV.