Fees

 

Unlike most other financial advisory firms, we charge an annual retainer for ongoing wealth management and comprehensive financial planning advice.  This fee structure, we believe, better aligns with the nature of wealth management services than alternative fee structures employed by other advisory firms.

 

 

Clients pay a one-time flat fee for a customized Comprehensive Financial Plan.

 

Each client's fee depends upon the complexity of his or her situation, but quoted fees generally run between $2,000 and $3,000, although they will be higher for some clients.

 

For more details on this service please click on  “Our Services” on the left.

 

Most clients choose to continue with Wealth Management Services (see below) once their Comprehensive Financial Plan is complete.

 

 

 

Clients pay a fee based upon the size of their investment assets and, hence, the degree of management required by their level of wealth.

 

Wealth Management fees start at 0.85% (with a $750 quarterly fee minimum) on smaller portfolios and gradually drop to as low as 0.25% on incremental assets.

 

The fee Includes ongoing Management of customized Investment Portfolio, ongoing Financial Planning advice, preparation of 1040 Income Tax Returns and Investment Portfolio Performance Reporting.

 

The fee permits you to call, email or have a personal meeting at any time during the year, in addition to your scheduled appointments.

 

 

 

One-time or periodic financial advice may be obtained as my time permits.  Consultations are billed on a straight $200 per hour basis.