At Gary Alpert Financial Strategies, we’re grateful for the trust and relationships that make what we do meaningful. To celebrate you—and the season—we’d love for you to join us for our Annual Holiday Party.
Enjoy an evening of great company, seasonal bites, and a curated selection of wine and beer. Expect interesting guests, live music, and plenty of holiday spirit—it’s our way of saying thank you for being part of our community.
No financial talk, no presentations—just our way of saying thank you for being part of our circle of clients and friends.
Kindly RSVP by November 22nd.
Hourly consulting is available for specific issues – $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.
Retirement Plan Consulting is also available on an hourly fee basis.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*
Financial Consulting includes the following services:
*Depending on complexity
**Client administers investment changes
Comprehensive Financial Planning included with managed assets above 750k. Financial Planning is an additional cost if less than 750k.
The following cost schedule applies for personalized financial planning services & wealth management relationships:
| Aggregate Market Value | Investment Management Costs |
| $5,000,000 + | Tiered fee schedule |
| $4,000,000 to $5,000,000 | .60% Annually |
| $3,000,000 to $4,000,000 | .70% Annually |
| $2,000,000 to $3,000,000 | .80% Annually |
| $1,000,000 to $2,000,000 | .90% Annually |
| $750,000 to $1,000,000 | 1% Annually* |
| $500,000 to $750,000 | 1.25% Annually* |
Annual costs include the following services:
*Client pays all trading costs on accounts.
