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 familiy members, job transitions, or other topics important to you.

Annual Strategic update - Update Personal Financial Organizer & Finacial 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 familiy members, job transitions, or other topics important to you.

Annual Strategic update - Update Personal Financial Organizer & Finacial 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 familiy members, job transitions, or other topics important to you.

Annual Strategic update - Update Personal Financial Organizer & Finacial Plan

Advisory Asset Management

$10K to $ 250K - 0.90%

$ 250K - $ 1M - 0.85%

$ 1M - $ 6M - 0.70%

Above $ 6M - 0.65%

Brokerage and Risk Management Products

At Product Rates