Flat Fee Core Services
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.
$8800 Annual Fee
.36% On Assets Managed Above $2MM.
There is Currently A $15,000 Annual Cap on Fees.
Fees May Be Paid Via ACH or From Account Balances
- Portfolio Management Services
- Ongoing Comprehensive Financial Planning
- Financial Summary and Action Plan
- Tax Strategies and Modeling
- Semi-Annual Meetings
- Basic Tax Preparation