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.