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 $10,000/year and is best suited for those with at least $1 ML 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 call. Schedule a Learn More Call
Young Families
Our minimum flat fee for those at least 10 years from retirement is $4,000/year. Clients who have other factors adding to complexity will have a higher initial fee ranging between $5,000- 7,000/year. For an on-going services fee quote, contact us to set up an initial call. Schedule a Learn More Call
