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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 ANALYSIS


Package Comparison

Fee-based Financial Planning 

Rate Billed Per 12 Month Engagement


Package

Gold
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Platinum
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Diamond
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Fees

12 Month Engagement | $2,000-$10,000 12 Month Engagement | $10,000-$15,000  12 Month Engagement | $15,000-$25,000

Wealth management Discount

0.025% 0.05% 0.10%

Number of Calls

3 check-in calls and 1 full review 5 check-in calls and 1 full review 4 full reviews, 8 check- in calls

Response Time

72 Hours 48 Hours 24 Hours

Comprehensive Financial Planning

Online
Tool

Ongoing
Meetings

Estate Planning Collaboration


 tax consulting services


(Lite)



Business Valuation Services



One-On-One
Consulting



Team
Coordination





Traditional Asset Management*

Annual Rate Billed Quarterly (in advance)


Assets Under Management

Percentage (per year)

First $1,000,000 1.30%
$1,000,001-$3,000,000 1.00%
$3,000,001-$5,000,000 0.90%
$5,000,001-$10,000,000 0.80%
$10,000,001 + 0.75%


*This is a blended fee-agreement, meaning if you have a $1,000,000 account the first $100,000 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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