Services & Fees
Financial planning starts with carefully defining your goals, which will serve as the road map for making all subsequent decisions. Because not everyone is starting from the same place, we offer three service models:
comprehensive financial planning with ongoing annual services (implementation and monitoring),
a one-time comprehensive financial plan (without ongoing services), and
a "quick start" plan limited to 1-2 questions over 1-2 meetings.
Fees: Comprehensive, Ongoing Planning Services
Initial Planning Fee (for all new clients toward preparation of the initial plan) - $900-1,500
Schedule 1 – for clients with managed assets up to $500k
Annual planning fee: $3,000, paid in monthly installments of $250 (starting month 1), AND
Investment management: 0.6% assets
Schedule 2 – for clients with managed assets over $500k, we offer a tiered investment-only fee, inclusive of financial planning:
1st $500,000 assets – 0.90% (minimum fee $4,500)
$500,000 - $1M – 0.80%
$1M - $5M – 0.60%
Above $5M – 0.40%
Additional services are offered at $200/hour, with scope to be agreed upon in advance.