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.
Level 1: 0.9% Annual Fee
Portfolios Under $500K; Initial planning work billed at $200/Hour. Ongoing service includes up to 5 hours of planning time annually.
Level 2: 0.9% Annual Fee
Portfolios $500K-$1M; Includes up to 10 hours of planning time annually. Additional hours billed at $200/Hour.
Level 3: Tiered Annual Fees
Portfolios Over $1M; All planning time included.
0.9% up to $1M;
then 0.7% from $1M to $5M;
then 0.5% from $5M to $10M;
then 0.25% over $10M
Learn more about our Investment Management Services