There Are Many Ways to Work Together
Assets Under Management
Designed for those with assets to invest, looking for a complete financial plan, with ongoing service from an adviser
- Fee varies and is based on complexity
- This fee includes every service we provide such as investment management, retirement planning, tax planning, education planning, estate services
Fee-For-Planning
Designed for those who desire great financial planning, but have assets tied up in employer plans or prefer to retain their own accounts
- Financial plans typically cost between $1200 (very basic, low complexity) to $5,000, but are based on complexity and will be custom quoted
- You can choose a comprehensive financial plan that includes all of our services, or limit the engagement to only those needed
- Engagements may be one-time, recurring, or on a "retainer" model
** All fees listed above are maximum fees. All fees are negotiable and may vary from client to client**