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We are committed to finding the right fit for you.

Full-service
Management

Investment management and comprehensive financial planning on an ongoing basis, with unlimited access to your advisor & confidant.

Project-based
Advice Only

One-time financial plans or limited-scope projects focused on accomplishing a few priorities at a customized price point.

Comprehensive

Full-service Financial Planning
& Investment Management

Everything you need. Every time you need it.

Ongoing comprehensive financial planning and investment management is well-suited for those who want a trusted financial partner who will walk through everything life throws their way. Comprehensive planning includes...

  • Portfolio management

  • Retirement scenario analysis

  • Tax-advantaged investing

  • Income distribution strategy

  • Charitable giving

  • Social security & Medicare elections

  • College savings

  • Equity compensation & options

  • Income tax planning

  • Self-employment tax planning

  • Student loan repayment & forgiveness

  • Employee benefits elections

  • Cash flow & budgeting

  • Debt prioritization

  • Asset protection

  • Estate planning & wealth transfers

Pricing

Pricing for ongoing financial planning and investment management is determined based on the life stage and level of financial complexity of the household. The below tiers reflect common household profiles and may be further adjusted to reflect your specific complexity factors. Annual fees are billed in monthly increments.

LAYING FOUNDATIONS

$ 4,200
base annual fee

  • Early in wealth journey

  • Low financial complexity

  • W-2 income only

  • <$200k household income

  • <$400k investable assets

INCREASING CAPACITY

$ 6,600
base annual fee

  • Building wealth

  • Moderate financial complexity

  • W-2 / Self-employed income

  • $200-$400k household income

  • $400k-$1M investable assets

POSITIONED FOR IMPACT

$ 9,000
base annual fee

  • Retired or optionally working

  • High financial complexity

  • W-2 / SE / Portfolio income

  • $400k+ household income

  • $1M-$10M* investable assets

*Clients with investable assets in excess of $2,000,000 pay an additional investment fee according to the chart below. 

Additional Investment Fees

INVESTABLE ASSETS

ADDITIONAL INVESTMENT FEE

$0 - $2,000,000

$2,000,001 - $4,000,000

$4,000,001 - $6,000,000

$6,000,001 - $8,000,000

$8,000,001 - $10,000,000

$10,000,001+

$0

$4,000

$8,000

$12,000

$16,000

$22,000

Project-Based

Financial Plans &
Limited-Scope Projects

We understand comprehensive isn't for everyone.

Whether you're a DIYer wanting to cross-check your investment strategy, a recent graduate eager to optimize student loan repayment, or a business owner struggling to keep up with the moving pieces, a limited scope advice-only project may be a good fit for you. We will help you identify the greatest opportunities for financial impact at a price tailored to you.

Frequently Requested Projects

STUDENT LOAN
ROADMAP

$ 250
one-time fee

* Analysis of Federal Aid data

* Payment prioritization forecasting

* Repayment plan recommendation

* Forgiveness eligibility & process

* Refinancing analysis

PORTFOLIO
LAUNCHPAD

$ 400
one-time fee

* Suited for early-stage investors

* Risk assessment & time horizon

* List of recommended investments

* Asset allocation recommendations

* Instructions for implementation

FULL FINANCIAL
PLAN

$ 1,800-6,000
based on complexity

* Multi-month engagement

* Identification of goals & priorities

* Analysis of all financial domains

* Comprehensive plan deliverable

* Checklist for DIY implementation

Other common projects include...

  • Social Security optimization & Medicare enrollment

  • Pension vs. Lump-sum analysis

  • Roth conversion assistance

  • Cash flow, budgeting, and debt prioritization

  • Calculation of quarterly estimated tax payments for business owners

  • Open enrollment & new employee benefits selection

  • Home purchase analysis

  • Estate documents review

  • Financial liaison monthly retainer

Limited-scope projects and retainers are priced according to complexity. Total project price is determined prior to signing an agreement.

Contact

Start the conversation.

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