Comprehensive Financial Planning Pricing:
- Upfront price: $1,000.
- Ongoing monthly retainer: Starting from $150, based on planning needs.
This service is included for Investment Management clients with $500,000 or more under management.
Investment Management Pricing:
- Up to $2,000,000 = 1%
- More than $2,000,000 = 0.50%
Figures represent annual pricing, prorated quarterly.