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Services


 

Financial Planning & Investment Management Services


Initial Consultation

No charge.
 

Investment Management

0.60% - 0.95% annual fee based on assets under management.

Breakpoints begin at $1,000,000 of managed assets.

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

 

Hourly Financial Planning Services

We can work with you on a comprehensive financial plan, or limit the scope of our engagement to the planning topics that are top of mind for you.  During our Initial Consultation, we'll discuss what you need to move forward with confidence!

If you need help implementing your plan with more accountability, we can schedule follow up meetings after our plan delivery meeting.

Hourly planning is billed at $150/hour for our Associate Advisor, or $200/hour for our CFP® Professional.