Ongoing Financial Planning:
- One-time initial upfront fee: $1,000.
- Ongoing annual fee: Starting from $150 monthly, based on goals and needs.
Our service combines Ongoing Financial Planning and Investment Management. Clients with $500,000 or more under management receive Ongoing Financial Planning at no additional charge.
- Up to $2,000,000 = 1%
- More than $2,000,000 = 0.50%
Figures represent annual pricing, prorated quarterly.