Our Service Pricing

Achievable Growth:

For associates and military dentists moving towards practice ownership:

  • Annual Planning Fee of $3,000 (payable in $250 monthly installments)
  • Investment Management: 1% for the first $2,000,000, .50% for next the $2,000,000 or more annually (prorated quarterly)
  • Annual Planning Fee includes the first $300,000 of assets under management

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Achievable Freedom:

For those transitioning out of practice ownership:

  • Annual Planning Fee of $6,000 (payable in $500 monthly installments)
  • Investment Management: 1% for the first $2,000,000, .50% for next the $2,000,000 or more annually (prorated quarterly)
  • Annual Planning Fee includes the first $300,000 of assets under management

Questions?

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