We offer several service and pricing models so clients can choose the best option for their personal situation and feel confident that they are getting value for their fee:
Stand-Alone Comprehensive Financial Plan: $3,500 - Standard Plan (assets up to $4M) $5,000 - Premium Plan (assets between $4M - $6M) $6,500 - Platinum Plan (assets greater than $6M)
Holistic Wealth Management: 0.75% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM.
Active Investment Management: 1.00% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM.
Quick Start Sessions: $699 (Net Worth Calculation & Financial Health Analysis) $1,450 (Investment Portfolio Review & Recommendations)