What does it cost?
We prefer to work with clients on an ongoing basis helping with their financial planning and managing their investments where possible.
Advice +
- Dedicated Advisor
- Typically 1-2 meetings per year
- Direct access to your Advisor via call or email
- Secure Financial Dashboard
- Regular Educational Content
- Essential Financial Planning
- No Call Centers
Typically for clients with less than $500,000 of investable assets or the majority of their assets within a company 401k or retirement plan. Annual fees range between $1,800 to $6,000 per year, billed monthly.*
Signature Service
- Dedicated Advisor
- Direct access to your Advisor via meetings, call, text, or email.
- Tax Planning & Strategy
- Secure Financial Dashboard
- Collaboration with other professionals
- Custom Portfolio Management
- Ongoing Financial Planning
- No Call Centers
Cost ranges between 0.25% to 1.5% of assets under management per year with a $6,000 minimum (about $500,000 in investable assets). The annual advisory fee for this service is paid in arrears on a quarterly basis based on the value
of Client’s account(s) as of the last day of the billing period. Fees are typically pulled directly from the managed investment account.*
Annual Pass
- Investment Advice with Client Implementation
- Dedicated Advisor
- 2-4 Meetings per year
- Direct access to your Advisor via call, text, or email
- Secure Financial Dashboard
- Collaboration with other professionals
- Ongoing Financial Planning
- No Call Centers
This is a flat-fee service for clients with investable assets over $1,000,000 that want to manage the investments themselves. Minimum fee of $10,000/year typically paid monthly.*