Advisory Services Fees

Advisory Services

Comprehensive financial plan creation and implementation, including:
- Plan feasibility analysis
- Social Security analysis
- Cash flow analysis
- Risk Management
- Estate planning and charitable distribution planning
- Tax and income distribution strategies
Ongoing plan monitoring and adjustments to: life, goals, market, tax and law changes
Unlimited phone, email and virtual meeting availability for financial questions and updates
Availability for two semi-annual plan update meetings
Online access to core financial plan system, including: goals tracking, centralized account feed, secure online vault and cash flow tracking
Investment Policy Statement (IPS)
Dynamic portfolio allocation aligned to plan goals

*Platform and fund expenses not included in advisory fee. Minimum annual portfolio management fee of $5000, no separate charge for planning services.

Comprehensive financial plan creation and implementation, including:
- Plan feasibility analysis
- Social Security analysis
- Cash flow analysis
- Risk Management
- Estate planning and charitable distribution planning
- Tax and income distribution strategies
Ongoing plan monitoring and adjustments to: life, goals, market, tax and law changes
Unlimited phone, email and virtual meeting availability for financial questions and updates
Availability for two semi-annual plan update meetings
Online access to core financial plan system, including: goals tracking, centralized account feed, secure online vault and cash flow tracking

Annual Fee

Plans start at $5000 per year, and increase depending on plan complexity - Quote provided after Discovery Meeting