Fee Schedule

To best help you achieve your goals, we offer integrated financial planning, portfolio management,

and tax preparation services tailored to your situation.

Financial Planning Packages

Wild Path

Building Wealth

Best for:

Mid-career professionals 

This package includes:

1. Ongoing financial planning 

 

2. Portfolio management (if elected) up to $250,000 in value

3. Beyond $250,000, additional funds can be managed for an asset-based fee of 0.5%, paid quarterly

Minimum fee:

$6,000 per year, paid $500 monthly or $1,500 quarterly

Navigating in Woods

Executive Wealth

Best for:

Mid- to late career professionals with more complex situations requiring advanced planning strategies

This package includes:

1. Everything included in the Building Wealth package

2. Complex planning, including that related to equity compensation and/or cross-border situations

 

Minimum fee:

$9,600 per year, paid $800 monthly or $2,400 quarterly

Forest Road

Retiree Wealth

Best for:

Retirees with investment portfolios over $1 million who are looking for a fully integrated solution

This package includes:

1. Everything included in the Building Wealth planning package

2. Portfolio Management​​

3. Tax Preparation Services

Minimum fee:

1.25% of assets under management up to $1 million and 0.5% thereafter, paid quarterly, in lieu of paying for financial planning, portfolio management, and tax preparation services separately.

One Time Financial Plans

On a limited basis, for clients who want a clear roadmap and financial strategies for moving forward, and are comfortable implementing and monitoring our recommended strategies independently, we may accept engagements to prepare a one-time comprehensive financial plan.  The minimum fee for such engagements is $3,600, or $6,000 for clients with more complex situations (such as equity compensation and/or cross-border), and the total proposed fee will be based on complexity.  

Hourly Planning Services

On a limited basis, we may accept hourly planning engagements at $350 per hour.

Tax Preparation Services

For additional information, please refer to the website of our sister company, Steuern & Taxes LLC.

Are You Ready to Take the First Step?