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services and pricing
We recognize everyone has different needs, goals, and aspirations. As such, we believe not everyone needs (or wants) the exact same thing from a financial advisor. Rather than pay fees based upon how much money you have invested with us, we believe you should pay based on the value you're receiving. Please see below for our three different engagement options:
What We Do
One-Time Financial Plan
Who's it for?
Ideal for those that want to ensure they're on track with their portfolio and to meet their long-term goals, but aren't looking for an ongoing relationship.
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What is it?
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This is a one-time, exhaustive planning exercise, resulting in a financial plan you can access for life.
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What does it cost?
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One-time fee ranging from $2,000 - $10,000 depending on complexity.
Investment Management Only
Who's it for?
Ideal for those that don't need ongoing and regularly-occuring advice, but do need access to low-cost, high-quality portfolios.
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What is it?
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This program is designed to jump start your journey toward financial independence.
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What does it cost?
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One-time fee of $750 + 0.50% on all assets managed.
Ongoing Relationship
Who's it for?
Ideal for those that wish to delegate the management of their portfolio and possess the financial complexity that warrants leveraging ongoing, professional expertise.
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What is it?
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This is a holistic, client-financial advisor relationship. We'll meet regularly and continuously update your financial plan and portfolio.
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What does it cost?
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Flat, fixed-fee ranging from $875 - $10,000 per quarter, depending on complexity.
Value Of Each Offering
What's included:
Retirement Planning
Tax-Minimization Strategies
Social Security Claiming Strategies
Charitable Giving Planning
Life Insurance Needs & Coverage Analysis
Long-Term Care Policy Analysis
Education Funding Strategies
Estate Plan Review
Portfolio Management
Tax-Efficient Portfolio Design
Low-Cost, Global Diversification Design
Evidence-Based Portfolio Management
Risk Management
Health Care Insurance Analysis
Real Estate Financing Analysis
Legacy Planning
Employment Contract Analysis
Employee Benefits Analysis
Small Business Exit Strategies
Collaborate With Your Team of Professionals
Stock Option & Equity-Based Planning
Diversify Concentrated Holdings
Comprehensive Account Management
One-Time Financial Plan
Investment Management
Only
Ongoing Relationship
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