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
An initial flat fee ranges from $4,000-$6,000 and will be adjusted over time with growing assets to eventually reach our pre-retiree minimum ($6,000/year) when appropriate.
