Our Fees: Full Transparency
Transparency is a core value of our practice, including fees that clients pay. Our options are designed so that anyone may obtain financial advice and resources from us, regardless of where they are in life.
LEARNINGComplimentary |
CONSULTINGFlat Fee (Hourly Basis – Negotiated) |
PLANNINGFlat Fee (Hourly Basis – Negotiated) |
INVESTING.50% – 1.25% of Assets |
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Educational Resources
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Personal Financial Tools
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Financial Planning Advice
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Time Segmentation of Assets(Into “Buckets”) |
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Calls/Meetings with Advisor |
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As Needed | 2-4 times per year | 2-4 times per year |
Get Started with LEARNING | Get Started with CONSULTING | Get Started with PLANNING | Get Started with INVESTING |