INITIAL FINANCIAL PLAN
Your plan will dictate how and where your money is invested and provides the groundwork for all recommendations. We know we cannot give you personalized advice without doing a comprehensive dive into your entire financial picture. We charge $200 an hour to build your initial financial plan.
The average plan costs between $2,500 and $6,000 depending on how comprehensive your finances are.
ONGOING ASSET MANAGEMENT FEE
After we complete your financial plan, we charge an ongoing implementation and asset management fee as we become your trusted advisors. We setup an implementation checklist to execute your new financial plan. We execute or assist with all the heavy lifting as you onboard as a new client.
The ongoing fee covers investment management, being on-call for all financial and life questions, an annual financial plan update as well as periodic review and update meetings.
We bill quarterly based on the average value over the last 3 months of the assets we manage.
First $250,000 - 1.50%
$250,000 to $500,000 - 1.25%
$500,000 to $1,500,000 - 1.0%
$1,500,000 to $2,500,000 - 0.75%
$2,500,000 to $3,500,000 - 0.50%
$3,500,000 and above - 0.25%