Flat Fees
WHAT DO OUR FEES COVER?
Initial Financial Plan
(Standard One-Time Charge is $2000.00):
(Standard One-Time Charge is $2000.00):
The initial construction of the financial plan ranges in cost, but is typically $2000.00. The initial cost depends on the length of time required to complete and deliver the plan. It is dependent on several factors including the needs of the Client, the Client’s ability to provide any necessary information, and documentation, as well as the complexity of their financial situation.
Ongoing Financial Planning Services
Option #1 for DIY Investors
(Standard Charge is $500.00 per Month):
Option #1 for DIY Investors
(Standard Charge is $500.00 per Month):
Appropriate for the DIY investor who is comfortable implementing an investment plan but who may want a second opinion on constructing a well-diversified, tax-efficient portfolio of mutual funds and ETFs. As a continuation to the initial financial plan, ongoing services will be provided upon the agreed areas of the financial planning spectrum: investment planning, estate planning, health and medical insurance planning, tax planning, college planning, retirement planning, etc.
The monthly fee is typically $500.00 per month, but is dependent upon variables including the specific needs of the client, complexity, estimated time, research, and resources necessary to provide the required planning services.
The monthly fee is typically $500.00 per month, but is dependent upon variables including the specific needs of the client, complexity, estimated time, research, and resources necessary to provide the required planning services.
Ongoing Financial Planning Services
Option #2 Includes Active Investment Management Services
(Standard Charge is $700.00 per Month):
Option #2 Includes Active Investment Management Services
(Standard Charge is $700.00 per Month):
Appropriate for the client who wants us to manage a well-diversified, tax-efficient portfolio of mutual funds and ETFs. A full financial plan along with ongoing services will be provided upon the agreed areas of the financial planning spectrum: investment planning, estate planning, health and medical insurance planning, tax planning, college planning, retirement planning, etc. As a continuation to the initial financial plan, ongoing services will be provided upon the agreed areas of the financial planning spectrum: investment planning, estate planning, health and medical insurance planning, tax planning, college planning, retirement planning, etc.
The monthly fee is typically $700.00 per month, but is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors.
The monthly fee is typically $700.00 per month, but is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors.
Project Based Planning
Project-Based Financial Planning is centered around a specific need for a limited duration of time (usually 3 months, but can vary).
For some services, like Late-Stage College Financial Planning, the flat fee and the services provided are specified. For other Project-Based Financial Planning, the flat fee is based on the estimated time needed to fulfill the project.