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PLANS AND PRICING

Our pricing is meant to be simple and transparent.

PERSONAL CFO 

Starting at $5,000/yr

For those who want an ongoing financial planning relationship:

  1. Real time, adaptive planning throughout the year.

  2. Unlimited advice on the selected scope(s) of engagement.

  3. No time limits and no session limits throughout the year.

  4. Choice of private office or virtual conference meetings.

  5. Includes written plan (electronic and hardcopy).

  6. Includes personal cloud storage for all your vital records.

  7. Includes implementation, monitoring of the overall plan, and at least one annual review.


A minimum annual fee of $5,000 applies which includes investment management up to $500,000, after which the investment management fees apply

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MANAGE MY MONEY

Starting  1% of money managed (Assets under Management)

Designed for those who are building their careers and want their money management done by someone they can trust and defer to, so they can focus on more important aspects of life. Expect to build a long-term relationship!

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Assets Under Management    Annual Advisory Fee
   $0 - $500,000                            1.00%                               
          $500,001 - $1,000,000             0.8%                                        

            $1,000,001 - $3,000,000          0.50%                                        

$3,000,001 - $15,000,000        0.30%                            

$15,000,001 - $50,000,000      0.20%.                            


 

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YOUR ATTENTION PLEASE

$ 125/ 15 mins 

For those who may not be ready for comprehensive planning, but are looking for advice on specific topics.
Undivided attention from an advisor, regardless of whether you need a second opinion or assessment on a limited scope (one topic) with no commitment.

READY TO CONNECT?

Click here to schedule a free 30 minute phone call.

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