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.