One Time Service
Advice-Only
Typically best for: DIY Investors & Just Getting Started
Paid with Card After Completion
Calculation Examples:
Coaching
Session
1 Hour
$200
Simple
Financial Plan
5 Hours
$1,000
Comprehensive
Financial Plan
20 Hours
$4,000
Investment Management & Family Office Support
Ongoing Service
Typically best for: Retirees & Ultra High Net Worth Families
Paid From Account; Cancel Anytime
Calculation Examples:
$500k
Balance
1.0%
$5,000
$2 Mil
Balance
0.9%
$18,000
$10 Mil
Balance
0.45%
$45,000
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