Financial Planning Packages
Financial Planning Fees
Limited Scope: $2,500*
Fundamental + Tax Planning: $5,000
Fundamental Tax + Estate Planning: $7,500
Advanced/HNW/Business Owner: $10,00**
* Limited scope includes one (two maximum) of the six key areas of financial planning.
** For Advanced, High New Worth, or Business Owners, planning starts at $10,000 and could increase based on case complexity. All fees will be discussed up front and agreed to prior to engagement and shall be good for 1 year (12 months) from date of signed service agreenment.
Asset Management
$0 - $2,000,000
1%
$2,000,000.01 - $4,000,000
0.6%
$4,000,000.01 - $10,000,000
0.4%
$10,000,000.01 and Above
0.25%
* For third party managed assets, additional fees may apply.
Planning with Asset Management
Assets Under $500,000 is $500/year
Assets Over $500,000 is $250/year
Family Discount Pricing
Assets Under $500,000 is $500/year
Assets Over $500,000 is $250/year
Invest in your children’s future with our exclusive family discount.
Available to clients with children under 30 years old who are eager to enjoy the endless advantages of being organized and early financial planning.
Available to clients with children under 30 years old who are eager to enjoy the endless advantages of being organized and early financial planning.
