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.
Financial Planning | ||
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![]() Jump Start | ![]() Fundamental | ![]() Premier |
$99/mo for 3 months, then $29 /mo* | $199/mo* | $299/mo* |
Includes:
| Includes:
| Includes:
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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.
Investment Management | ||
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Financial Planning clients receive a reduced investment management fee | ![]() | ![]() |
Investment Amount | Investment-Only Clients | Financial Planning Clients |
Under $500k | 1.25% | 1.0% |
$500k-1.5 mil | 1.0% | 0.85%^ |
$1.5-5 mil | 0.90% | 0.75%^ |
$5 mil+ | 0.70% | 0.55%^ |
^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.