Wealth Management Services

  •  Fee-Only Pricing Structure 

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    Portfolio Management | Financial Plan & Retainer Services

    Financial Plan – Clients receive a holistic Financial Plan (Investor Policy Statement or IPS).  The plan will have a custom asset allocation strategy designed to meet the clients specific goals.  The price of the plan will depend on the complexity of the situation and will be in the range of $1,000-$3,000.

    Retainer Services – Clients will be given access to a client portal where they can view their plan and investment portfolio.  We will review client portfolios quarterly (or more frequently) for asset allocation drift and portfolios will be  re-balanced as necessary.     A detailed review of the plan will take place at least annually.  Clients will be billed quarterly for retainer services.  Retainer services will cost between $300-$900 per quarter.

     

     

    OPTION1

     

    Financial Advisory Services | Hourly Rate – $250 Per Hour

    This option may be appropriate for a client that is just beginning their working career and hasn’t accumulated significant financial capital to invest, or does not want fully comprehensive Wealth Management services, but wants to see if they’re on the right track.

     

    OPTION2