FEE STRUCTURE
Services
Offered:
Investment and Retirement Planning:
Specify financial goals. Assess current net worth and
all investment portfolios. Create or modify savings plan
to meet goals. Make asset allocation recommendations and
other specific investment advice. Meet with other financial
professionals such as investment managers, accountants,
estate planners, etc. Monitor all portfolios on a quarterly
basis (generating one report that identifies all portfolios
and their performance).
- Annual Fee: 0.50% of all investable
assets under review.
Full Service Financial Planning:
Review all areas of financial life. Assess insurance needs.
Generate cash flow statements. Examine debt levels and
spending habits. Create budgets. Other specific tasks
needed by client.
- Fee based on estimated time required
- $1,000 to $3,000
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