Financial Planning and Investment Management Services

Our service packages are affordable and flexible to meet your needs.


Initial Consultation

No charge.
 

Investment Management

0.60% - 0.85% annual fee based on assets under management. Breakpoints begin at $500,000 of managed assets.

With assets under management of $250,000 or more, financial planning services are included in the investment management fee.

 

Retained Financial Planning Services

Ongoing comprehensive financial planning: An upfront planning fee of $500 - $1500, and $100-$300 per month, depending on complexity. This includes 2-3 meetings up-front, ongoing review, annual comprehensive review, and anytime access for questions as they arise.

With assets under management of $250,000 or more, financial planning services are included in the investment management fee.

 

Quick Start

Are you looking for a couple hours of focused time on a couple of specific planning or investing issues? Let's get started! Quick start meetings are scheduled for two hours. $400.