Hourly Financial Planning
Our Hourly Financial Planning service rate is $335/hour. We typically bill 50% of the total estimated cost upfront and the remaining 50% at completion.
Ongoing Wealth Management Service
The fee structure for our Wealth Management Service is different compared to advisory firms that charge based on assets under management (AUM). This is because our annual client fee is based on the complexity of your financial situation, not solely on how much money you have.
Our fee structure could save you thousands of dollars in advisor fees every year versus the AUM model. Our minimum fee for this service is $7,500/year. The fee is an annual flat fee that is charged on a quarterly basis. Your fee is determined when we begin working together and then revisited annually or if there is a material change in your financial situation.
If you’d like a free quote, please contact us to schedule a no-obligation complimentary initial meeting. We think it will be well worth your while.
