Personal Services Fee Structure
Financial Consulting: Our consulting services are generally related to Cash Flow Management (expense tracking, budgeting and saving), as well as debt management services, and we can assume the role of Household CFO for you as well. Our fees are based on a fixed monthly price that starts at $150 per month, subject to the level of service we provide. In some cases, fees for an analysis of your expenses or other services can be one-time and negotiable in nature. Click here for more information on Financial Consulting.
Financial Planning: We advise on a broad menu of personal finance matters, all of which are collectively included within personal Financial Planning. This service includes delivery of a financial plan specific to your goals, as well as a six-month review. We charge a one-time fee ranging from $1,500-$2,000 for personal Financial Planning, and this service can be renewed annually. Click here for more information on Financial Planning.
Financial Asset Management: For Asset Management the most we charge is an annual fee of 0.75% of the assets we manage for you (deducted on either a monthly or quarterly basis), with a decreasing fee tier as your assets grow. Furthermore, our Asset Management service includes our Financial Planning service and assistance with your 529 accounts at no additional cost. While we do have a $150,000 account minimum for Asset Management, we would love to discuss how we can help you start your path to asset growth regardless of your portfolio size. Click here for more information on Financial Asset Management.
We believe our fees are competitive and encourage potential clients to compare advisors on overall fee structure, including the cost of holding the underlying assets advisors recommend for your portfolio.
Asset Management Fee Structure
Total Assets Under Management
|$0 - $1,000,000|
|Assets above $5,000,000|