Flat-Fee Advisory Services
For Managed Assets Under $5,000,000
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.
Fees Are Paid Quarterly Via ACH or Account Balances.
$8800 Annual Fee
- Portfolio Management Services
- Ongoing Comprehensive Financial Planning
- Financial Summary and Action Plan
- Tax Strategies and Modeling
- Semi-Annual Meetings
- Basic Tax Preparation
- .20% On Assets Over $5MM