Because Wanting to Optimize Your Wealth Shouldn’t Deplete It
How do you measure the value of a financial advisor?
What You Get
Ex. investment returns, tax-saving solutions, Secure retirement income
What You Pay
Ex. percentage of assets under management, Flat fees, hidden costs
Because we can’t control the markets, that leaves us with one conclusion:
How Do We Keep Our Fees Reasonable?
We Do It By:
- Embracing Technology
- Running an Efficient Business Model
- Growing Our Firm at a Reasonable Rate
- Making Costs a Focal Point
Comprehensive Financial Plan
$2,500 to $10,000 (Varies by Complexity)
You may be interested in working with an advisor to address specifics about your financial plan, or you may not be ready to work together on an ongoing basis. For those looking for short-term engagements, we offer our services for a one-time, flat fee based on the time needed and complexity of your financial concerns.
Ongoing Wealth Management
0.40% of Assets Under Management
For those wishing to work together on an ongoing basis, we charge a simple percentage of the assets held under management with our firm. There are no hidden costs or gimmicks to our pricing, just one flat percentage fee to keep your advisor at your service and standing by to address your evolving needs today, tomorrow, and into the future.