Depending on the complexity of the project the cost may be higher
Investment Consulting and Wealth Management
Accounts less than $100,000 – 1.5% of assets, annually
Accounts greater than $100,000 – 1.0% of assets, annually
Managed Account Discount
Clients maintaining a managed account for 1 year or more receive a discount toward Financial Planning fees
50% discount for accounts greater than $250,000
100% discount for accounts greater than $500,000
Insurance products
When acting in the best interest of our clients, an insurance strategy sometimes makes sense. We do not limit the scope of our practice by excluding these strategies. Insurance companies generally have only commission based products. When using an insurance strategy we will receive the commission, which will be fully disclosed to you and we will not make any additional charges for that product.
