Pricing
Flat Fee
$5,000-$25,000
Hourly Fee
$500/Hour
What's Available
- Investment Selection & Portfolio Management*
- Annual Tax Letter
- Family Calendar
- Net Worth Summary
- Estate Strategy
- Work Benefits Strategy
- Qualified Plan Strategy
Methods of Payment
- Asset Under Management
- Bank Draft
- Credit Card
- Check
How are Fees Calculated?
- We do a 15 minute Call with you to discover what scope of planning you’re wanting to accomplish.
- We then get back together to confirm the scope and deliver fee and next steps.