Financial Planning For All
Services included in the program:
Get started on your financial plan
Cost of Participating
Your relationship with your financial advisor should be lifelong, so we take the time to get to know you and your family before we start the financial planning process.
Your initial meeting with your advisor is offered at no cost, so you can focus on building the relationship and determining if our firm is right for you.
Once you decide to move forward with building your comprehensive retirement plan, our fee schedule is outlined below.
Initial Planning Fee: $2,500
Annual Retainer Fee: $2,500*
*This fee is charged annually beginning in your second year, and is waived for clients with more than $250,000 in managed assets.
Assets Under Management: 1.10%