Our Service Pricing

Ongoing Financial Planning

  • Annual Planning Fee of $3,000 (payable in $250 monthly installments)
  • Includes the first $300,000 of assets under management

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Investment Management:

For assets under management greater than $300,000:

  • Investment Management: 1% for the first $2,000,000, .50% for next the    $2,000,000 or more annually (prorated quarterly)
  • Ongoing Financial Planning included

Questions?

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