Most thoughtful people consider spending 1% to 2% of their money to optimize the remaining 98% to 99% a very smart use of their capital.
There is an initial planning fee for creating your comprehensive financial roadmap. This is typically around $2,850 for individuals and $3,800 for couples. It may be a little lower or a little higher depending on complexity. We specifically discuss and mutually agree upon all fees before starting our engagement.
On-Going Planning & Advice
There is a monthly fee (typically $190) for plan implementation, on-going planning, and investment advice for outside investments (e.g., 401(k), 403(b), 457(f), 529 and HSA accounts).
For any of your portfolios that we directly manage, there is an annual fee of 0.5% to 1.5% of assets under management depending on account size.
Our compensation only comes from your fees, not from commissions or referrals, so you can be certain that our advice is always objective and always in your best interest.
In the wealth management “fun house,” how can you find somebody who will really work on your behalf? In other words, how can you find a real financial advisor?