Pricing

Initial Financial Planning Set-up Fee (Individuals & Families)

$500-3000 based on complexity. 

Consulting and Service Subscriptions

Monthly Plan- $400/month

What's Included: 

Monthly touchpoint to work together on Personal Financial Organizer topics, update you on the market, educate your children or family members, job transitions, or other topics important to you.

Annual Strategic update - Update Personal Financial Organizer & Financial Plan

Quarterly Plan- $250/month

What's Included: 

Quarterly touchpoint to work together on Personal Financial Organizer topics, update you on the market, educate your children or family members, job transitions, or other topics important to you.

Annual Strategic update - Update Personal Financial Organizer & Financial Plan

Semi-Annual Plan- $125/month

What's Included: 

One touchpoint to work together on Personal Financial Organizer topics, update you on the market, educate your children or family members, job transitions, or other topics important to you.

Annual Strategic update - Update Personal Financial Organizer & Financial Plan

Advisory Asset Management (Paired with subscription plan)

$1K to $ 250K - 0.90%

$ 250K - $ 1M - 0.85%

$ 1M - $ 6M - 0.70%

Above $ 6M - 0.65%

Brokerage and Risk Management Products

At Product Rates.