Our Pricing

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.

Investment Management:

  • Up to $2,000,000 = 1%
  • More than $2,000,000 = 0.50%

Figures represent annual pricing, prorated quarterly.

Questions?

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