Investment Management Services
Tiered Investment Management Fee
| Assets Under Management | Annual Advisory Fee |
| $0 – $500,000 | 1.00% |
| $500,001 – $1,000,000 | 0.85% |
| $1,000,001 – $1,500,000 | 0.70% |
| $1,500,001 and above | 0.50% |
Comprehensive Financial Planning
$3,500 – $7,000 for a Comprehensive Financial Planning Engagement
| Comprehensive Financial Planning | |
| Financial Goal Setting | ✔ |
| Net Worth & Cash Flow Review | ✔ |
| Tax Planning | ✔ |
| Education Funding | ✔ |
| Employee Benefit Review | ✔ |
| Retirement Planning | ✔ |
| Portfolio & Investment Analysis | ✔ |
| Risk Management Review | ✔ |
| Basic Estate Planning Review | ✔ |
| Price for Standard Comprehensive Plan | $3,500 |
| Special Situation Add-Ons | $500 |
Add-on services are $500 per situation and include the following: complex retirement income planning, caring for aging parents, real estate portfolio review, post-divorce restructuring, and business advice & planning.
Before the commencement of any work, we will agree on the fee. Once you sign the contract, the work will begin immediately. You are required to pay 50% of the total fee upfront, and the remaining balance must be paid either after the third meeting or three months after the contract date (whichever occurs first).
To ensure timely completion, we require that the presentation of the Financial Planning Report be completed within six months of the contract date. Any delay in completing the project may result in additional costs to continue the work.
Project-Based Financial Advice
Our project-based financial advice service is designed to help clients with specific financial topics that don’t fall under our standard service packages. It’s also perfect for returning clients who require regular reviews or consultations for particular issues. Our project-based financial advice is offered at an hourly rate, billed in 15-minute increments, or for a flat fee based on our hourly rate of $300 per hour.
