Pricing
As a Fee-Only fiduciary, our recommendations are independent, conflict-free, based on sound investment research, and suitable for each client’s needs, goals, and risk tolerance. We do not sell any financial or investment products, nor work on commissions from mutual fund companies, brokerage firms, or money managers. The only compensation we receive is from our clients.
Wealth Management
The cost for ongoing wealth management is based on the value of the assets we manage. The cost starts at 1% per year and decreases for larger portfolios. For example, a $1,000,000 portfolio would be $10,000 per year, billed quarterly.
Our minimum annual fee is $6,000. We also offer flat-fee pricing for larger estates.
Comprehensive Financial Plan
A comprehensive financial plan is a detailed analysis of all financial and tax documents summarized in a written document. The cost of a comprehensive financial plan is $4,500 and is only available for our Ongoing Wealth Management clients.
Tax & Advisory Services
All tax & advisory services are billed at our hourly rate. Our minimum monthly rate is $500 which equals $6,000 per year. We only prepare individual tax returns for our ongoing wealth management or business tax clients.
Free Consultations
We offer a free 30 minute consultation to get better acquainted. Please note that we do not provide any financial or tax advice during the initial consultation.
All fees are paid via ACH. Payments made by credit card will have additional charge.
The aforementioned fees are subject to change based on the complexity and scope of the engagement. Click here for a full list of our services.