Fee-Based Financial Planning and Investment Management

To serve you best, creating a financial plan that models and represents your goals and best courses of action is essential. Once we are clear on your goals, and a clear plan of action, then, and only then, can we select the most appropriate products that make your goals and desires come true.

 

For engagements or needs that are not described in our menu below, please reach out to us for a customized arrangement.  

We're Happy To Serve You

Easter preparations

Financial Planning Fees

Living in Retirement

Comprehensive Financial Plan

$3,500

Investment
Management

Percentage based fee based upon total amount of assets (see schedule below

Retirement
Income Plan
(only)


$2,500

Investment Analysis
and Review (only)


$2,500

 
 

Approaching Retirement

Comprehensive Financial Plan

$3,500

Investment
Management

Percentage based fee based upon total amount of assets (see schedule below

Retirement
Income Plan
(only)


$2,500

Investment Analysis
and Review (only)


$2,500

Planning Ahead

Comprehensive
Financial Plan


$3,500

Insurance & Investment Planning (only)

$1,800

Investment
Management

Percentage based fee based upon total amount of assets (see schedule below

 

Caring for an Aging Loved One

Customized Long-Term Care Financial Plan

Fees determined by case complexity

Investment
Management

Percentage based fee based upon total amount of assets (see schedule below

Investment Analysis
and Review (only)


$2,500

 

Annual Investment Management Fees:

Up to $499,999 - 1.35%

$500,000-$999,999 - 1.15%

$1,000,000-$1,999,999 - 0.95%

$2,000,000-$4,999,999 - 0.75%

$5,000,000+ - 0.55%