Fee-Based Financial Planning and Investment Management
To serve you best, creating a financial plan that models and represents your goals and best courses of action is essential. Once we are clear on your goals, and a clear plan of action, then, and only then, can we select the most appropriate products that make your goals and desires come true.
For engagements or needs that are not described in our menu below, please reach out to us for a customized arrangement.
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Financial Planning Fees
Living in Retirement
​
Comprehensive Financial Plan
$3,500
Investment
Management
Percentage based fee based upon total amount of assets (see schedule below)
Retirement
Income Plan (only)
$2,500
Investment Analysis
and Review (only)
$2,500
Approaching Retirement
​
Comprehensive Financial Plan
$3,500
Investment
Management
Percentage based fee based upon total amount of assets (see schedule below)
Retirement
Income Plan (only)
$2,500
Investment Analysis
and Review (only)
$2,500
Planning Ahead
​
Comprehensive
Financial Plan
$3,500
Insurance & Investment Planning (only)
$1,800
Investment
Management
Percentage based fee based upon total amount of assets (see schedule below)
Caring for an Aging Loved One
​
Customized Long-Term Care Financial Plan
Fees determined by case complexity
Investment
Management
Percentage based fee based upon total amount of assets (see schedule below)
Investment Analysis
and Review (only)
$2,500
Annual Investment Management Fees:
Up to $499,999 - 1.35%
$500,000-$999,999 - 1.15%
$1,000,000-$1,999,999 - 0.95%
$2,000,000-$4,999,999 - 0.75%
$5,000,000+ - 0.55%