Service Options to Meet Your Needs
We have no asset minimums for client relationships, and our clients choose whether or not they want to delegate responsibility for investment management to us. Our service model is location-independent allowing us to work with clients anywhere in the United States.
One Time Power Session
90 minute session focused on answering your immediate questions.
$250 (Reg. $375)
Hourly
Goal specific strategy sessions (first 90 minutes at power session rate).
$250/ hr
Asset Management
Financial planning is included at no additional cost with $250k assets under management.
$0-2M 1.00%
$2-$3M 0.80%
$3-4M 0.65
$4-$5M 0.55%
The maximum fee is $40,000, which is the fee calculated on $5M of AUM.
