SERVICES AND FEES
We are a fee-only (as opposed to fee-based or commission-based) financial planning and asset management firm. As such, the only people who pay us are the individuals we're advising - not the investment funds, products, companies, or other professionals we might be recommending.
Every individual can benefit from some level of financial advice, planning or management help. For that reason, we work with clients under one of two arrangements:
- Financial Planning and Investment Management: Under this arrangement, clients receive ongoing, comprehensive financial planning, individually-tailored asset management, and advice and assistance around any financial-related topics that might arise. Our services are charged at an annual fee ranging from 0.5% - 1.25% of assets under management. Clients under this arrangement typically have at least $750,000 of assets to be professionally managed.
- Consultations and Advice: We recognize that many individuals simply need a finite amount of financial advice or are less interested in ongoing assistance and management. Under this arrangement, we consult with clients at an hourly rate of $300 per hour, with a two-hour minimum. For clients under this arrangement who are interested in having a customized broad-based or modular Financial Plan developed, the cost to do so generally ranges between $3,000 and $5,000, depending on the level complexity.
To learn more about our business and business practices, please see our ADV Part 2, which is the uniform form used by Registered Investment Advisory firms.
If you're interested in scheduling some time to discuss, give us a call at 925.271.5521 or write us at .