On-Going Services
For ongoing financial advisory services, we charge a flat quarterly fee which will vary depending on the size and complexity of your financial situation.
Pre-Retirees
Our minimum flat fee is $6,000/year and is best suited for those with at least $500,000 in investable assets. We set flat fees based on the assets we will help you manage as well as the complexity of your planning needs. For an on-going services fee quote, contact us to set up an initial get to know you meeting.
Young Families
Our minimum flat fee for those at least 10 years from retirement is $4,000/year. We set flat fees based on the assets we will help you manage as well as the complexity of your planning needs. Fees will be adjusted over time with growing assets. For an on-going services fee quote, contact us to set up an initial get to know you meeting.
