Holistic Financial Planning Services (Ongoing Engagement)
Our core financial planning service is an annual engagement to review and optimize each important area of your financial life.
The fixed fee is set based on the specific needs of each client, complexity, estimated time, research, and resources required to provide services.
Fee: From $3,500 per year, payable in monthly or quarterly installments.
We will provide a fee quote tailored to your situation after a complementary discussion to hear your story and collect some basic information.
Financial Planning Project
If you need assistance with specific financial planning questions, a project-based engagement may be right for you. We will answer your top financial planning questions for a flat fee. After meeting with you and obtaining any necessary information, we will prepare and deliver to you an analysis and specific recommendations. We will be available for questions until the end of the project.
Project-based fees begin at $1,500.
We will provide a fee quote tailored to your situation after a complementary discussion to hear your story and collect some basic information.
Investment Management
If you elect to engage us to manage your investment portfolio, you receive investment management for a fee charged as a percentage of the assets we manage for you, as shown in the table on the right. Planning services are included at no additional charge.
Fee charged as a percentage of assets under management:
| Account Value | Annual Fee |
|---|---|
| Up to $1,000,000 | .90% |
| Next $1,000,000 | .75% |
| Next $3,000,000 | .65% |
| Thereafter | .40% |