In our Planning-Only relationship, we focus on planning around all aspects of your financial life. Investment management is not included in this service model.
• Life planning
• Charitable planning
• Tax planning
• Retirement planning
• Estate planning
• Cash flow review
• Debt management
• Risk management
• Education planning
• Life planning
$1500-$3500 annual planning fee
This service level is for those who would like comprehensive financial planning & investment management. Our AUM fee includes both planning and investment management and is the fee is capped once reaching $10 million AUM.
• Investment management
• Charitable planning
• Tax planning
• Legacy planning
• Estate planning
• Retirement planning
• Debt management
• Risk management
• Education planning
• Life planning
• Cash flow analysis
• Proactive vs. Reactive
Annual Fee: 1.25% (up to $1 million) • 0.8% ($1-3 million) • 0.4% ($3-10 million)
Fees capped at $10 million AUM
1. Schedule your free Intro Call
2. We go over your situation, answer any questions, and review how we work with our clients
3. Take some time to think about it - working with an advisor shouldn't be an impulse decision
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