Service Pricing Levels

We offer three pricing levels depending on the amount of investment assets we directly manage and on your financial planning needs.

1) Wealth Management (minimum $250,000 invested)

Includes:

• Customized Active Investment Management
• Comprehensive Financial Planning
• Tax Planning & Preparation (Individual)
• Insurance Planning & Policy Reviews
• Estate Planning

Tiered Cost Structure:

(Based on Assets We Directly Manage)

$250,000 to $1,000,000 = 1.00%

$1,000,000 to $2,000,000 = 0.75%

$2,000,000 to $3,000,000 = 0.50%

Over $3 million = 0.25%

*If you find comparable comprehensive services offered at a lower cost structure please let us know. We are happy to review and compare to any of our competitors.

*Many comprehensive advisors charge 1.50% plus transaction fees and some charge as much as 2.00% plus transaction fees. We also aggressively discount our costs for larger accounts. We encourage you to do the math. We work closely with Certified Public Accountants and Estate Planning Attorneys that have partnered with our firm to provide a “board of directors” for your unified plan for a fair value. 

2) Investing & Planning (no minimum account size)

Includes:

• Customized Active Investment Management

Investing Cost Structure:

(Based on Assets We Directly Manage)

$0 to $250,000 = 1.00%

(no minimums, investment management for all account sizes)

Planning and consulting services are billed separately under this plan.

• Comprehensive Financial Planning
• Tax Planning & Preparation (Individual)
• Insurance Planning & Policy Reviews
• Estate Planning

Planning Cost Structure:

$165/hour for additional services and/or ongoing reviews and updates.

$75/hour administrative personnel’s time

We remain available to all past financial planning clients for ad hoc questions, without charge, at our own discretion.

3) Hourly Consulting (hourly as needed)

• Comprehensive Financial Planning
• Tax Planning
• Insurance Planning
• Estate Planning
• Retirement Planning
• Cash Flow Planning
• Debt Management
• Divorce Planning
• Social Security Planning
• “Second Opinion” Reviews

Hourly Cost:

$165/hour for consultant’s time

$75/hour administrative personnel’s time