As you plan for your retirement, you instinctively realize that you need to think differently about planning your financial future. Are your assets sufficient to support you for the rest of your life? How do you draw income from your portfolio? Is your estate in order? How are your assets protected if you or a loved one become incapacitated? You need an advisor whose experience is suited to these changing needs.
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.
