Your story, your needs, and your goals aren't exactly the same as anyone else's. Your financial strategy shouldn't be either.
We have two primary services that clients hire us for: Financial Planning and Investment Management. You may choose to hire us for only Investment Management or for Financial Planning and Investment Management.# Choose from one of the Financial Planning levels below. For Investment Management, we charge a percentage of assets managed with the fee based on the dollar amount under management. Clients who also hire us for Financial Planning receive a discounted Investment Management Fee.
$99/mo for 3 months, then $29 /mo*
Financial Planning fees can be charged to the bank account or credit card of your choosing or to your investment portfolio. #Please keep in mind if you hire us for Financial Planning and you wish us to provide specific portfolio management advice, then we will also charge the Investment Management Fee. *For Fundamental and Premier options, we ask clients to commit to one year at that level before changing to a different plan (upgrade/downgrade) or choosing to stop Financial Planning. For Jumpstart, we ask clients to commit to three months minimum. We reserve the right to allow exceptions due to extenuating circumstances.
Financial Planning clients receive a reduced investment management fee
Financial Planning Clients
^Jumpstart plan not eligible for these reduced rates. Typically the percentage fees are deducted from the investment account and are not paid directly from the client's bank account.