Whether you are just starting out on your career or knocking on retirement’s door, a fully implemented financial plan can be the missing piece that secures your future and gives you peace of mind.
Below are the three types of clients that we work best with.
What type of client are you?
One-Time Planning Fee (ranges from $2,500 – $5,000) plus Annual Management Fees based on investments and paid quarterly (minimum quarterly fee is $2,000).
| Investments | Annual Fee |
|---|---|
| Up to $1,000,000 | 1.0% |
| $1,000,000 – $2,000,000 | 0.75% |
| $2,000,000 – $3,000,000 | 0.60% |
| Greater than $3,000,000 | 0.50% |
Additional Offerings —