12 Month Engagement | $2,000-$10,000
How We’re Paid
Your Wealth, Your Choice
We believe in offering a range of payment options so you can choose how you would like to work with us. Transparency is a core value of ours, so you’ll always know the exact fee involved and what to expect in our partnership.
free mini financial analisysPACKAGE COMPARISON
Fee-based Financial Planning
Rate Billed Per 12 Month Engagement
PACKAGE
FEES
WEALTH MANAGEMENT DISCOUNT
NUMBER OF CALLS
RESPONSE TIME
COMPREHENSIVE FINANCIAL PLANNING
ONLINE TOOL
ONGOING MEETINGS
ESTATE PLANNING COLLABORATION
TAX CONSULTING SERVICES
BUSINESS VALUATION SERVICES
ONE-ON-ONE CONSULTING
TEAM COORDINATION
Gold
0.025%
3 check-in calls and 1 full review
72 hours



Platinum
12 Month Engagement | $10,000-$15,000
0.05%
5 check-in calls and 1 full review
48 hours





Diamond
12 Month Engagement | $15,000-$25,000
0.10%
8 check-in calls and 4 full reviews
24 hours








Traditional Asset Management*
Annual Rate Billed Quarterly (in advance)
Assets Under Management
First $1,000,000
$1,000,001-$3,000,000
$3,000,001-$5,000,000
$5,000,001-$10,000,000
$10,000,001 +
Fee Percentage Per Year
1.30%
1.00%
0.90%
0.80%
0.75%
This is a blended fee-agreement, meaning if you have a $3,000,000 account the first $1,000,000 is at 1.30% the next $2,000,000 is at 1.00%, and so on.
Non-ERISA Retirement Plan Asset Management
Annual Rate Billed Quarterly (in advance)
A flat fee of 1.65% shall be assessed on all assets under management.
INSURANCE
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