Wealth Implementer
This is ideal for those who:
- Are looking for direction from a professional on a project basis
- Don’t want ongoing support
- DIY investors
What you can expect:
- A customized plan of action based on your unique financial circumstances at the time of the engagement.
- 3 Meetings plus 1 Optional Follow Up Call
Your Investment:
- $300/hour (minimum $2,400)
- $500 billed upfront and the rest after plan delivery
Wealth Builder
This is ideal for those who:
- Desire ongoing recommendations, implementation, and monitoring
- Value a longer term relationship with a financial planner
- Have financial planning needs but have not amassed significant wealth yet (less than $1 million of assets)
What you can expect:
- A partnership to help you stay accountable to your desired goals
- Ongoing monitoring and support
- A customized plan of action based on your unique financial circumstances that we update as life changes
Your Investment:
- *Your Annual Investment = (0.5% x Net Worth) + (1% x Annual Income) // Billed monthly or quarterly
- Flat annual fee based on your total financial health* (Minimum $5,000)
Wealth Scaler
This is ideal for those who:
- Desire ongoing recommendations, implementation, and monitoring
- Value a longer term relationship with a financial planner
- Have amassed significant wealth (greater than $1 million in assets)
What you can expect:
- Everything in the Wealth Builder Package with a greater emphasis on investment management, estate planning, and high net worth tax planning
Your Investment:
- Progressive fee based on assets under management over $1 million
- $0 - $3,000,000: 1%
- $3,000,000- $5,000,000- 0.75% AUM
- $5,000,000 + - 0.5% AUM