Working with Your Financial Advisor

WEALTH MANAGEMENT

Our Wealth Management offering combines investment management and ongoing financial planning.

This offering is available to clients with $500,000 or more in investable assets, or at our discretion.

All services are bundled into a combined fee structure based on investable assets.

Pricing starts at 1% of AUM as detailed below.

Our Investment Advisory solution provides investment management without ongoing financial planning.

This program is designed for clients with less than $500,000 in investable assets with us or those who don't have a need for financial planning.

For clients with less than $250,000 in investable assets we ask that they commit to ongoing funding of their investment accounts.

Pricing starts at 1% of AUM as detailed below.

Our One-Time Financial Plan is for Investment Advisory clients who need a financial plan or for those DIYers who need a second opinion.

Pricing is based on complexity and time involved. Offering is subject to availability as our priority remains servicing our ongoing clients.

Typically the cost will range between $2,500 and $5,000. Half is due upfront and half upon completion of the plan.