As a fiduciary we always look out for our clients best interest. We are a fee only firm. We don’t accept commissions or referral fees and are only paid for the advice and solutions we give our clients.
These are annual charges for assets we manage (AUM); fees are charged quarterly. This is a blended fee schedule; the asset management fee is calculated by applying different rates to different portions of the portfolio as listed below.
If you are an AUM client, these services are included at no additional fee. Otherwise, these are one-time, services we offer, billed hourly at $200 per hour. Below are estimates of what each service would cost.
Describe your interests and we share how we can help.
Understand how much house you can afford, billed at 4 hours @ $350/hr.
Build a plan to pay off your debt, billed at 5 hours @ $350/hr.
We analyze your living expenses in relation to your current financial situation. A reasonable, itemized budget is then recommended (billed at 6 hours @ $350/hr).
We help you build a financial plan to help pay for your education goals, billed at 8 hours @ $350/hr.
We provide a detailed analysis of your financial health today; the age we project you can retire; and outline any adjustments needed to (1) retire at an earlier age and/or (2) model different scenarios. Finally, we construct a financial plan that serves as your guide to help you achieve your retirement goals (billed at 10 hours @ $350/hr).
Financial planning, tax planning and investment management
Financial Planning, Tax Planning, and Investment Management up to $500,000 of assets
Includes: Virtual meetings, Investment Recommendations for Employer Retirement Accounts, Cash Flow and Budgeting, Comprehensive Financial Planning, Annual Rebalancing, Unlimited Phone Calls and Emails, Tax Preparation available for an additional charge
Includes: Virtual meetings, Investment Recommendations for Employer Retirement Accounts, Cash Flow and Budgeting, Comprehensive Financial Planning, Annual Rebalancing, Unlimited Phone Calls and Emails, Tax Preparation available for an additional charge
Includes: Virtual meetings, Investment Recommendations for Employer Retirement Accounts, Cash Flow and Budgeting, Comprehensive Financial Planning, Annual Rebalancing, Unlimited Phone Calls and Emails, Tax Preparation available for an additional charge
Fees subject to change ay any time.
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