Fees
Total Financial Plan
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The Total Financial Plan covers all aspects of your financial life to ensure everything is working together effectively to help you meet your goals.
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For $2,000, this includes:
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retirement planning
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investment review
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insurance analysis
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cash flow and debt planning
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tax planning
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a review of your estate plan
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and anything else that you may need help with
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The Total Financial Plan may be included for no additional charge when combined with our investment management services. Account minimums will apply.
Investment Management
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Investment mangement fees are typically calculated as a percentage of assets being managed, according to the following tiered schedule:
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$0 - $1,000,000 1.00% per year
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$1,000,001 - $5,000,000 0.85% per year
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$5,000,001 - and up 0.65% per year
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Minimum investment management fees are $1,500/year
Hourly or Project Based Fees
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Offered on a case-by-case basis
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Hourly fee ranges from $150 - $200, depending upon complexity
Start Smart! Plan
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Perfect for Millennials, this $500 mini plan offers help with up to 3 financial issues, including but not limited to:
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401(k) investment selection
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Employer benefits review
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Savings advice (What type of account should you use? How much should you save?)
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Budget help
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Financial goal development
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Insurance policy review
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