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.
**Please note - fees increased as of 23 December 2019.
Fees: Comprehensive, Ongoing Planning Services
Initial Planning Fee (for all new clients toward preparation of the initial plan) - $1,000-2,000
SCHEDULE 1 – for clients with ongoing planning engagements, including those with managed assets up to $500k
Annual planning fee: $4,200-9,000, paid in monthly installments of $350-750 (starting month 1), and
Investment management (if applicable): 0.5% assets
SCHEDULE 2 – for ongoing clients with managed assets over $500k, we offer an optional tiered investment-only fee, inclusive of financial planning (i.e. in lieu of paying the ongoing monthly fee):
1st $500,000 assets – 1.25%
$500,000 - $1M – 0.60%
$1M - $5M – 0.40%
Above $5M – negotiable
This fee schedule also applies to clients with managed assets who do not require ongoing financial planning services.
Additional services are offered at $200/hour, with scope to be agreed upon in advance.