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Hourly Consulting

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.

Comprehensive Financial Planning

Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*

Financial Consulting includes the following services:

  • 12 months of access to our team
  • Comprehensive Data Gathering
  • 2-3* Scheduled Formal Meetings During the Year
  • Review of your financial situation – goals, objectives, risk tolerance, risk capacity, time horizon, and restrictions
  • Planning for Peace of Mind
  • Financial Organization and Household Balance Sheet
  • Cash Flow Planning
  • Trust & Estate Planning
  • Tax Planning and Tax Return Review
  • Stock Option/Restricted Stock Planning
  • Charitable Giving Planning
  • Insurance Planning
  • Retirement Income Planning
  • Social Security Planning
  • Employer Sponsored Retirement Plan Recommendations
  • Basic Asset Allocation Recommendation
  • Business Planning
  • Education Planning

*Depending on complexity

**Client administers investment changes

Financial Planning and Wealth Management

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
$3,000,000 + .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:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Planning for Peace of Mind and Future Goals
  • Financial Organization and Household Balance Sheet
  • Cash Flow Planning
  • Trust & Estate Planning
  • Intergenerational Wealth Planning
  • Tax Planning
  • Stock Option/Restricted Stock Planning
  • Charitable Giving Planning
  • Insurance Planning
  • Retirement Income Planning
  • Social Security Planning
  • Investment Optimization and Ongoing Monitoring
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – Current Employment
  • Education Planning
  • Business Planning
  • Monthly Statements and Quarterly Performance Statements
  • Online Access to Your Portfolio

*Client pays all trading costs on accounts.