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 @ $200/hr.
Build a plan to pay off your debt, billed at 5 hours @ $200/hr.
We analyze your living expenses in relation to your current financial situation. A reasonable, itemized budget is then recommended (billed at 6 hours @ $200/hr).
We help you build a financial plan to help pay for your education goals, billed at 8 hours @ $200/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 @ $200/hr).
Fees subject to change ay any time.
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