Pricing
We’re proud to be an independent fiduciary and Registered Investment Adviser firm. The cost of financial advisor services along with the services provided are listed below.
Comprehensive Wealth Management Fee
| Assets Managed | Annual Fee as % of Account Value |
|---|---|
| $0 – $1,000,000 | 1.00% |
| Next $2,000,000 | 0.85% |
| Next $2,000,000 | 0.75% |
| Above $5,000,000 | 0.50% |
* Minimum quarterly fee is $500
Financial Planning
- Retirement Readiness Assessment
- Tax Efficiency Planning
- Pension Benefit Analysis
- Safe Withdrawal Strategies
- Employer Benefits Analysis
- Social Security Strategies
- Roth Conversion Analysis
- Estate & Legacy Planning
- Risk Tolerance Assessment
- Education Cost Planning
- Insurance Assessment & Planning
Financial Planning
- Retirement Readiness Assessment
- Tax Efficiency Planning
- Pension Benefit Analysis
- Safe Withdrawal Strategies
- Employer Benefits Analysis
- Social Security Strategies
- Roth Conversion Analysis
- Estate & Legacy Planning
- Risk Tolerance Assessment
- Education Cost Planning
- Insurance Assessment & Planning
Investment Management
- Customized Portfolio Construction
- Lump Sum Investment Strategies
- Tax-efficient Portfolio
- Investment Rebalancing
- 401(k) Rollovers & Consolidation
- Performance Assessments
- Tax Loss Harvesting
- Diversification & Risk Analysis
- Income Strategies
- Education Cost Planning
- Insurance Assessment &Planning
If you’d prefer to manage your own investment portfolio, we offer these services as well
Comprehensive Financial Planning
- Includes all Financial Planning Services listed above, as needed
- Cost of financial advisor ranges from $1,000 to $5,000 depending on complexity and services needed
- One-time service to develop, analyze, and review your comprehensive financial plan
Ongoing Financial Planning
- Best for young professionals and couples with most invested assets in an employer-sponsored retirement plan
- Customized ongoing service and relationship built around your needs
- Costs of financial advisor typically range from $500 to $1,250 per quarter