Personal financial management involves overseeing all of the important details of your personal finance on an ongoing basis, including investment management. It's on a tiered schedule as a percentage on the value of the assets we manage. It starts at 1.25% per year for the first $500,000 and incrementally goes down to 0.50% for value above $10 million. In addition, there is a one-time planning fee of $3,000, if the initial value of your investment is below $250,000.

You want ongoing financial planning and guidance on all of the important details of your personal finance including investment management.

Tiered rates from 1.25% to 0.50% per year on the value of the assets we manage.

Stand-alone financial planning involves providing one-time, stand-alone financial planning service without our managing your investments. It involves creating a detailed financial plan and helping you implement your plan, but without ongoing planning or guidance, and without investment management. It's generally on a fixed fee based on the scope and complexity of each project. A typical project is priced between $3,000 and $5,000. 

You want one-time, stand-alone financial planning and guidance on all of the important details of your personal finance without investment management.

Generally fixed fee based on the scope and complexity of each project.

Insurance service involves needs analysis, product selection, policy design, carrier due diligence, underwriting, tax and legal analysis, and policy issue. This service is offered separately and independently by our advisors who are also licensed to sell life, disability, long-term care insurance and annuities. We are not affiliated with any insurance carrier, and can represent virtually all insurers. We receive commissions from insurance companies when policies are sold.

You want unbiased guidance from an independent insurance professional, and to buy life, disability, long-term care insurance or annuities.

Commissions from insurance companies when policies are sold.

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