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: $1,950 - $5,000 (dependent upon client complexity).
Holistic Wealth Management: 0.75% of assets under management (AUM) annually for first $1M. Tiered pricing at higher levels of AUM. See below for details.
Active Investment Management: 1.00% of assets under management (AUM) annually for first $1M. Tiered pricing at higher levels of AUM. See below for details.
Quick Start Sessions: $399 - $1,450 (based on focus topic).