Transparency is Key
Our Fees
Financial Planning is done for a flat fee, based on the complexity of your situation. After we go through the "Financial Health Assessment", we will a quote you a fee for advice for the first 12 months working together. The minimum fee is $2,000.
This fee encompasses "Our Process" all the way up to determining how you want us to be your "Ongoing Thought and Accountability Partner".
Clients who engage us for Asset Management receive Financial Planning services on an ongoing basis once their asset base reaches $200,000, for no additional fee.
You can choose to stay engaged as a Financial Planning only client, if you'd like to manage your own assets. The fee is typically 50% - 100% of the first-year fee depending on remaining action items and complexity.
Our fee schedule starts at 1.25% and receives tiered breakpoints as different asset levels are reached.
The reason we tier the schedule, is because there is a minimum amount of time and expertise required to complete a thorough and comprehensive data gathering, to design and manage an appropriate portfolio for a plan. Whether you have $100,000 or $1,000,000, the foundational components of the process stay the same, so therefore we believe the fee should be reflective of that.
Life/Health/Disabilty/Long Term Care
We work through an independent insurance broker to access a strong and diverse group of Life, Disability, and Long-Term Care providers.
We also have a partner to access the Individual Health Care market as well as Medicare Supplements.
We believe accessing the market this way is better for you than through captive insurance agents, because we can shop the market for a solution that solves your planning objectives. In addition, having access to multiple carriers gives you a better chance at favorable underwriting at the most competitive price, rather than trying to fit a square peg into a round hole.
The majority of insurance carriers pay a commission to the agent, so whether we do it for you or another agent does, that person is still getting paid.
When it comes to letting us place their insurance, our clients find comfort in knowing that they got the right product for a fair price, and it's coordinated seamlessly with their financial plan.
Financial Planning is done for a flat fee, based on the complexity of your situation. After we go through the "Financial Health Assessment", we will a quote you a fee for advice for the first 12 months working together. The minimum fee is $2,000.
This fee encompasses "Our Process" all the way up to determining how you want us to be your "Ongoing Thought and Accountability Partner".
Clients who engage us for Asset Management receive Financial Planning services on an ongoing basis once their asset base reaches $200,000, for no additional fee.
You can choose to stay engaged as a Financial Planning only client, if you'd like to manage your own assets. The fee is typically 50% - 100% of the first-year fee depending on remaining action items and complexity.
Our fee schedule starts at 1.25% and receives tiered breakpoints as different asset levels are reached.
The reason we tier the schedule, is because there is a minimum amount of time and expertise required to complete a thorough and comprehensive data gathering, to design and manage an appropriate portfolio for a plan. Whether you have $100,000 or $1,000,000, the foundational components of the process stay the same, so therefore we believe the fee should be reflective of that.
Life/Health/Disabilty/Long Term Care
We work through an independent insurance broker to access a strong and diverse group of Life, Disability, and Long-Term Care providers.
We also have a partner to access the Individual Health Care market as well as Medicare Supplements.
We believe accessing the market this way is better for you than through captive insurance agents, because we can shop the market for a solution that solves your planning objectives. In addition, having access to multiple carriers gives you a better chance at favorable underwriting at the most competitive price, rather than trying to fit a square peg into a round hole.
The majority of insurance carriers pay a commission to the agent, so whether we do it for you or another agent does, that person is still getting paid.
When it comes to letting us place their insurance, our clients find comfort in knowing that they got the right product for a fair price, and it's coordinated seamlessly with their financial plan.
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