Ongoing Financial Planning Services

Who Is This For?

Ongoing services are best for people with complex planning needs who need support throughout the year to implement their plan and monitor it to ensure they remain on track toward achieving their goals, as well as having a professional “on call” to address any new issues as they arise. 

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What’s Included?

Stage 1

Over the course of two meetings, we’ll go through the process outlined above, building a framework for you to realize your goals.

Stage 2

Once we have an initial plan, we’ll meet twice a year for ongoing updates, investment and tax planning, and more. 

In addition, we are available on an ad hoc basis to address any new questions as they arise.

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How Much Does It Cost?

$1,000-2,000* upfront planning fee to cover the cost of initial plan preparation and ongoing annual fee of $4,200-9,000, paid in monthly installments of $350-750*

* Based on the complexity of your situation

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Portfolio Management Services

There is a fee of 0.5% assets if you have less than $500,000 in your portfolio.

Alternately, if you have more than $500,000 in managed assets, we offer a tiered fee schedule in lieu of the annual planning fee:

1st $500,000 assets – 1.25%

$500,000 - $1M – 0.60%

$1M - $5M – 0.40%

Above $5M – negotiable

One-Time Financial Plan

Who Is This For?

Our one-time financial plan is perfect for individuals who want a strategy and clear roadmap, with the intent to implement and monitor the plan themselves. 

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What’s Included?

Over the course of two meetings, we’ll go through the process outlined above, building a framework for you to realize your goals.

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How Much Does It Cost?

$2,400-4,000, based on the complexity of your situation

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Portfolio Management Services

We offer a tiered fee schedule:

1st $500,000 assets – 1.25%

$500,000 - $1M – 0.60%

$1M - $5M – 0.40%

Above $5M – negotiable

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