Core
Get organized and set a course for your financial future
Meetings: Annual Review
- Portfolio Strategies
- Budget & Savings
- Debt Management
- Retirement Outlook & Optimization
- Life, Disability, and LTC Insurance Needs Analysis
- Portfolio Gain/Loss Review
Starting at $99/mo
Comprehensive
A comprehensive approach to fully evaluate and prioritize your finances
Meetings: Review 2x/yr
- Core +
- Large Purchases & Financing
- RMDs & Withdrawal Strategies
- Education & Family Wealth Planning
- Estate & Phylanthropy Analysis
- Income Tax Analysis
- Small Business Planning
Starting at $249/mo
Advanced
Take complete control of your financials and build your legacy
Meetings: Review as needed
- Comprehensive+
- Complex Portfolio Strategies
- Advanced Cash Flow Strategy Analysis
- Specialized Family Needs
- Advanced Estate & Philanthropy Analysis
- Complex Income Tax Strategies
- Advanced Business Strategies
Starting at $699/mo
Wealth Management Fee Schedule
Account Value | AUM % Fee | Financial Planning Renewals |
$100,000 - $249,999 | 1.25% | $1,188 minimum renewal |
$250,000 - $499,999 | 1.15% | $1,188 minimum renewal |
$500,000 - $999,999 | 1% | Subject to full renewal waiver |
$1,000,000 - $1,999,999 | 0.90% | Subject to full renewal waiver |
$2,000,000 + | 0.80% | Subject to full renewal waiver |
**Nominal transaction costs may occur
Hourly Consulting
For focused and customized financial advice, our hourly consulting rates are available on an as needed basis - $249/hour.
