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.
Annual Pass
- Dedicated Advisor
- 2-4 Meetings per year
- Unlimited access to your Advisor via call, text, or email
- Secure Financial Dashboard
- Collaboration with other professionals
- Custom Portfolio Management
- Ongoing Financial Planning
- No Call Centers
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. Clients with $144,000 or less will be billed on a
monthly basis.
Signature Service
- Dedicated Advisor
- Unlimited access to your Advisor via meetings, call, text, or email.
- Tax Planning & Prep
- Secure Financial Dashboard
- Collaboration with other professionals
- Custom Portfolio Management
- Ongoing Financial Planning
- No Call Centers
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.