FEE STRUCTURE
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 as needed by client.
- Fee based on estimated time required - $1,000 to $3,000
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