Our pricing structure is straightforward and transparent. There are no surprises. Additionally, we do not require a minimum asset size to work with us. Rather, we simply ask our clients to be genuinely interested in planning for their future and willing to act on our advice.
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. If the initial value of your investment is below $250,000, there is a one-time planning fee of $3,000.
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.
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Stand-alone financial planning involves providing one-time, stand-alone financial planning service We create a detailed financial plan and help you implement your plan, but we do not manage your investments or provide ongoing planning and guidance. It's generally on a fixed fee based on the scope and complexity of each project. It's typically priced between $3,000 and $5,000, but can be higher for projects involving complex issues.
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.
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Insurance advisory and sales involve needs analysis, carrier due diligence, product selection, policy design, tax and legal analysis, underwriting, and policy issue. It's provided independently by our advisors who are licensed to sell life, disability, long-term care insurance, and annuity products. The advisors are not affiliated with any insurance carriers, and can represent virtually all insurers. The advisors receive commissions when policies are sold.
You want unbiased guidance from an experienced, independent insurance professional, and to buy life, disability, long-term care insurance and/or annuities.
Commissions from insurance companies when policies are placed.
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