What to Expect

What to Expect

Sometimes beginning is the hardest part. Allow us to help you make the next step towards creating a solid financial plan.

We believe in complete cost transparency.

We value transparency in our pricing structure, making sure you are clear about the costs associated with our services. This way, you have the freedom to choose the services and investment tools that work best for your unique financial situation.

Financial Planning with Ongoing Investment Management

Financial Planning without Ongoing Investment Management

Hourly Consulting

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Together, we’ll build a strategic roadmap to wealth creation and preservation. We offer comprehensive financial consulting with or without ongoing investment management.
With Ongoing Investment Management
Without Ongoing Investment Management
Hourly Consulting

Our 4-Step Planning Process

At Gary Alpert Financial Strategies we offer financial consulting with or without ongoing investment management. Our 4-Step Planning Process outlined below applies regardless of the level of service you select.

Our Services

From small business guidance to retirement planning, we handle every aspect of your financial strategy no matter how complex. Learn more about our full scope of comprehensive financial planning services.

With Ongoing Investment Management

Financial Planning included with assets above 750k. Optional Financial Planning fee for less than 750k.

The following cost schedule applies for personalized financial planning services & advisory relationships:

Aggregate Market Value Investment Management Costs
$3,000,000 + .65% Annually
$2,000,000 to $3,000,000 .75% Annually
$1,000,000 to $2,000,000 .80% 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
  • Comprehensive Financial Planning
  • Retirement Planning – Social Security Analysis and Retirement Landscape Reports
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – current employment
  • Regular Client Reviews
  • Portfolio Analysis and Optimization
  • Management of search process and investment selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Management Investment Fee
  • Monthly Statements and Quarterly Performance Statements
  • On-line access to Investment Accounts
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer

*Client pays all trading costs on accounts.

Without Ongoing Investment Management

Pricing Starting At: Singles $3500* | Couples $4500* | Business Owners $6500*

Financial Consulting includes the following services:

  • 6-12 months
  • Following years reduced rate
  • Financial Organization
  • Asset Allocation
  • Retirement Income & Work Optional Planning
  • Business Planning
  • Trust & Estate Planning
  • Cash Flow Planning
  • Debt Reduction Strategies
  • Tax Review
  • Social Security Planning
  • Insurance Planning
  • College Planning

*Depending on complexity

**Client administers investment changes and pays all trading costs.

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.