Wealth Management Fee Schedule
Flat-Fee by Household
The Wealth Management Consulting Fee for our comprehensive financial planning service is assessed on an annual basis to the household. The fee can be paid in a one-time lump sum, semi-annually, or quarterly. Below outlines how the flat-fee is assessed.
$5,000 in the First Year
This fee covers our holistic, comprehensive financial planning service, data gathering and analysis, plan design and implementation, and coordination with other professionals.
$3,500 in Subsequent Years
In years following the initial consulting cycle, we will maintain constant review of your plan and provide updates as personal and financial situations evolve.