Fee for service arrangements will be charged on a per project basis and will have a start and end date. Upon completion of the fee for service arrangement, our obligations will terminate, and we will not be under any obligations to update or monitor your financial plan moving forward. If you’d like your plan updated in the future, further advisory fees may be discussed at the time.
Fees will be charged on an annualized, asset-based fee schedule. Minimum investible assets are $300,000.
$300,000 – $600,000
$600,001 – $1,000,000
$1,000,001 – $3,000,000
$3,000,001 – $5,000,000
$5,000,001 – $10,000,000
Not sure what plan works best for you, give us a call for a free 30-minute consultation