Transparent Pricing. Zero Hidden Agendas
Ongoing Investment Management
￫ 0.88% on managed assets with a minimum annual fee of $1,500 and $6,000 maximum.
￫ Active tax planning and investment risk management include:
Active re-balancing on stocks, ETFs, and Mutual Funds.
Minimizing taxes through tax-loss harvesting.
Building an investment portfolio to complement existing real estate investments
￫ Proactive outreach and a minimum of quarterly reviews.
￫ Billed quarterly in arrears based on account balances at the end of the quarter.
Estimated Annual Fee Calculator
Transparent pricing: 0.88% of managed assets.
($1,500 minimum / $6,000 maximum cap)
Project-Based Planning
Project-Based Planning Calculator
Transparent pricing: $500 initial engagement fee + $375/hour for dedicated tailored planning.
*Recurring clients do not pay the $500 initial fee each time.
￫ We charge an initial $500 fee to begin the planning process. The hourly rate is $375.
￫ Every financial plan is customized and based on complexity.
￫ Final price of the project will be agreed upon the scope of engagement outlined in the client agreement contract.
￫ Ideal for investors who want a second opinion on their holistic financial picture and specific topics.
￫ Complements Do-It-Yourself investors.