High-Value Pricing
We strive to add continual value for our clients, improving their financial health and well-being and helping them ensure a bright financial future. Whether you participate in our Plan, Invest, or Plan & Invest program, you’ll receive expert, high-value services that set you up for long-term financial success.
Pricing Table
Plan
Invest
Plan & Invest
Management Fee
Initial Plan: $3,500
Plan Updates: $2,000
0.65% = First $1,500,000
0.35% = Over $1,500,000
1.25% = First $500,000
0.75% = Next $500,000
0.50% = Next $1,000,000
Minimum Balance
$0
$300,000
$400,000
Meetings with Fiduciary
*****Initial Plan: 2 Meetings
Plan Update: 1 Meeting
**Unlimited Calls & Emails
*2 In-Person, Unlimited Calls & Emails
Trading Costs
N/A
***None
***None
Private Real Estate
N/A
No
Yes
Mutual Funds
N/A
No
Yes
ETFS
N/A
Yes
Yes
Fiduciary Oversight
N/A
Yes
Yes
Tax Loss Harvesting
N/A
Yes
Yes
Proactive Management
N/A
Yes
Yes
Personal Financial Dashboard
N/A
Yes
Yes
Financial Planning
Yes
****No
Yes
On Track Scoreboard
N/A
****No
Yes
Retirement Planning
Yes
****No
Yes
Insurance Planning
Yes
****No
Yes
Cash Flow / Budget Planning
Yes
****No
Yes
Estate Planning Review
Yes
****No
Yes
Written Financial Plan
Yes
****No
Yes
*This program includes 2 in-person annual meetings.
** This program charges for any in-person meeting.
***Unless client has unsolicited trades or wants individual stocks.
****Planning can be added for an additional $2,500 per year.
*****Initial Plan: Two meetings to assess, build, and review plan. Plan Updates: One meeting
