“I’m looking for both financial planning and investment management services.”
Total Financial Planning
This is our classic comprehensive service that we’ve been providing to our clients for almost 50 years. Full service financial planning coordinated with our investment management service, all grounded in long-term relationships. You will never be just an account number. Simply contact us to arrange a complimentary meeting so that we can learn more about each other and how we can serve you and your family.
Tiered Fees
|
Portion of Assets Under Management |
Annual Rate (%) |
| Up to $500,000 * | 1.00% |
| $500,001 to $1,000,000 | 0.95% |
| $1,000,001 to $3,000,000 | 0.85% |
| $3,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $7,000,000 | 0.60% |
| Greater than $7,000,000 | Negotiable |
*Minimum annual fee is $2400.
“I have specific financial questions. Can you help me?”
Customized Consulting – $250/hour
When our comprehensive services are not the right fit, we can offer consulting engagements for a wide variety of financial planning questions. We will go into as much detail on a topic as your situation calls for. We offer consulting at our discretion and based upon our current capacity. Our typical consulting engagement is 5-10 hours.
“Do You Provide Investment Management or Advisement for Charitable Foundations?”