Financial Advice - On Your Terms

You deserve freedom from financial worries and the confidence to face the future with anticipation rather than apprehension. Whatever level of help you want, we have you covered.

Financial Planning & Investment Management

The most commonly used model among our clients is working one on one with an advisor over an extended period of time. See our process here. 

Initial Planning Fee: $2,750 - $6,500* (see * below)

To provide maximum flexibility, we deliver your financial plan first. Then you decide if it makes sense to have us on your team moving forward. No pressure, no condition. A relationship on your terms. 

Ongoing Fees: 
Monthly Retainer: $200 (waived with $500,000 investments)
Investment Management: 0.90% - 0.50%** (see ** below)

*Determination of Initial Planning Fee
$2,750: Single, Income < $125,000 and net worth <  $200,000
$4,250: Married with Income $125,000 - $400,000
$6,500: Married, Income > $400,000 or net worth > $1MM

**Investment Management Tiered Schedule
Assets:                                              Annual Rate
$0 - $500,000                                       0.9%
$500,001 - $1,500,000                        0.8%
$1,500,001 - $3,000,000                      0.7%
$3,000,001 - $5,000,000                      0.6%
$5,000,001 +                                        0.5%

 

 



 

Q&A Session

One time consultation with a seasoned professional. You're not put off by managing your own finances and have a few questions. Validate what you're doing, see if there's anything you're missing, ask questions you've always wondered about. Ideal for people who manage their own finances and want a checkup.

Includes pre-meeting preparation, 90 minute meeting, 30 minute follow-up and one month of email access. 

Q&A Fee: $799