Pricing-imgOur Transparent Pricing.
No commissions and no hidden costs. Just one flat fee based on the service you need.
Retirement & Financial Planning
Portfolio Less Than $25,000
- Investment Analysis
- Employer Benefits Review
- Insurance Planning
- Estate Planning
- Retirement Planning
- Goal Planning
- Tax Savings Strategies
- Equity compensation Analysis
- Budgeting
- Cash Flow Analysis
- Client Portal & Mobile App
$499 / Month
Planning & Investment Management
Portfolio Between $25,000-$1,000,000
- All Planning Services +
- Investment Portfolio Management
- Tax Loss Harvesting
- Tax Efficient Portfolio Management
- Income / Distribution Planning
- Roth Planning, Analysis, & Execution
- Donor Advised Fund Management
- Capital Gains Management / Analysis
$499 / Month
+
0.60% / year of AUM
- All Planning Services +
- All Investing Services +
- Professional Tax Prep and Tax Planning Services +
- Professional Estate Planning Services & Document Creation (Wills, POAs, and Some Trust Documents)
- Strategic Planning with Accountants, Tax Professionals, Attorneys, Insurance Brokers, and other as needed professionals.
$0 / Month
+
1.0% / year of AUM¹
(Fee Decreases as Assets Grow)
AUM = Assets Under Management
COMMITMENT DISCLOSURE:
If you cancel your service and choose to re-engage with us down the road, you will be required to complete a 3-month commitment to allow us to re-orient and update your financial plan and/or investment account.
¹ For our Wealth Management, the following rates are charged when reaching the respected invested amount brackets:
Assets Under Management – Annual Advisory Fee
$0 – $1,000,000 : 1.00 %
$1,000,001 – $2,500,000 : 0.85%
$2,500,001 – $5,000,000 : 0.70%
$5,000,001 – $10,000,000 : 0.55%
$10,000,001 – $15,000,000 : 0.40%
Over $15,000,000 : Custom
The advisory fee is a blended tier. For example, for assets under management of $1,500,000, a Client would pay 1.00% on the first $1,00,000 and 0.85% on the remaining balance. The monthly fee is determined by the following calculation: (($1,00,000 x 1.00%) + ($500,000 x 0.85%)) ÷ 12 = $1,187.50.
Hourly Advising
Topics we Advise On:
- Retirement Planning
- Budgeting
- Investment Portfolio Analysis
- Cash Flow Planning
- Employer Benefits
- Stock Compensation
- Tax Planning
- Insurance Reviews
- Estate Planning
- Expense Planning
- Inheritance Planning
Don’t make your financial decisions alone.
Work with a flat-fee financial advisor and get the answers you need, without the hassle.