Our clients pay us directly for the services we provide as follows:

Ongoing Financial Planning with Investment Management:

Starting at $1,650 annually (payable in monthly or quarterly installments) based on the complexity of planning

Plus 1.30% annually on assets under management 

 

At our initial meeting, we’ll explore your goals and obtain an understanding of how a relationship with us might benefit you.

If there’s a fit, we’ll agree on a fee, customize a plan that suits your unique requirements, and take action together.

 

Questions?

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