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Investment Management & Comprehensive Financial Planning

Full comprehensive financial planning services are offered with Assets Under Management(AUM) over $250,000 and includes: full financial planning services, regular meetings to review your plan & recommendations, and unlimited email & phone support.

 

Fees for Investment Management & Comprehensive Financial Planning are based upon a percentage of Assets Under Management(AUM) according to the following schedule below:

First $500,000: 1.0%

Next $500,000: 0.8%

Above $1,000,000: 0.6%

The annual fees are paid pro-rata quarterly and are debited from the client account(s).

Project Based/One-Time Financial Planning

For clients who want financial planning, but do not have at least $250,000 of AUM with our firm, may choose to engage in this service either as a stand-alone financial plan or in addition to the investment management fee. Based on the work to be completed, the cost for this service typically ranges from $400 - $4,000 per plan.