Flat Fee Investment Management and Financial Planning
Trusted Advice. Unbiased Expertise. Simple Pricing.
As a flat fee, fiduciary and fee-only financial advisor, our compensation comes directly - and only - from our clients; never from product sales or commissisons, referral fees, or mutual fund companies.
Core Client Fees
Fees May be Paid Via ACH or Managed Assets
$2050 Per Quarter
- Portfolio Management Services For Up To $2MM
- Ongoing Comprehensive Financial Planning
- Financial Summary and Action Plan
- Tax Strategies and Modeling
- Semi-Annual Meetings