We understand the complexities you face, from balancing immediate financial needs with long-term investment goals, managing equity-based compensation, to preserving wealth for retirement. Our dedicated team of experts is here to guide you through these challenges with strategic financial planning. We offer investment advice that is attuned to your specific risk profile and financial aspirations, ensuring your resources are working effectively.
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 |
| $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:
*Client pays all trading costs on accounts.
