Personalized Financial Planning Comprehensive Financial Planning: Provide you with an integrated plan to help you achieve your financial life goals and objectives. Annual review of Financial Plan | Generally $500 - $5,000 depending upon the scope and complexity of your individual situation.
$275 / hour or flat fee
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Investment Management Asset allocation consistent with your personal goals and objectives and risk profile; selection of investment vehicles and ongoing monitoring; quarterly reporting and consultations as needed. | 0 -$49,999 1.75% 50,000 – $99,999 1.50% 100,000 – $199,999 1.25% 200,000 – $1,999,999 1.00% 2,000,000 - $4,999,999 0.75% 5,000,000 & Over 0.70% |