Client Fees & Pricing
Investment Management + Financial Planning
Minimum Assets $500,000
Financial Planning
Only
Annual Flat Fee
Core Financial Planning & Investment Management Service
Minimum Investable Assets $500,000 +
You have already built a solid investment portfolio but are looking for reassurance you are doing the right things and want more of a comprehensive look at your bigger financial picture. You are looking for help with financial decisions such as raising kids, buying or selling a home, marriage or divorce, career changes, retirement and college funding. You need the context for how to plan appropriately and guidance to ensure your money is positioned to best support these goals. The planning process outlined above applies with added customization based on your needs and level of complexity
Fee is equal to 1% of investment assets annually and includes financial planning. An initial deposit of $2500 is paid upfront to cover our analysis and recommendations, then fees are paid quarterly from your account.
Financial Kick Start -Advice Only
Flat Annual Fee: $5,000
You may not have accumulated a lot of wealth yet or are comfortable managing it on your own but are looking for financial guidance to better understand how to get organized. You have done some of the things, but don’t know what you don’t know and aren’t sure how to really get traction. Regardless of how much money you have already, this plan will kick start you on the right path. We will take a look at your cash flow, earning potential (income, bonus or commission structure, RSUs, etc) and help you better understand where your money is going and where it should be going. I will work with you to outline your financial goals, and put a plan in place to achieve them. We will continue to work together as your income grows, career changes and life evolves.
The first years fee is paid half upfront, then fees can be paid monthly or quarterly out of your bank account for the remainder of the year. Each year, fees are assessed and continue for as long as we choose to work together.