Our Pricing
What does it cost?
Transparent pricing
Know what you pay
No Surprises
Explained and agreed upon in writing
Full access
No “nickel and dime” charges
It’s important to us that you know exactly what you pay so there are no unexpected or unexplained costs. It’s also important that you know this before making any decisions so that you can do so confidently and without worry.
Our primary goal is to make sure you clarify, work towards, and achieve your financial goals. With that in mind, we will design a diversified investment and protection strategy built within our planning process. We are always looking for the most cost efficient, high value ways to deliver our planning experience.
Comprehensive Financial Plan
There is a $2100 total Initial Cost for our planning process. This includes all meetings, phone calls, emails, and follow up. For a detailed overview of our planning process, click here (link to “our process” page)
You will have online access to your plan, access to any vaulted documents, and your plan is updated in real time, so that you can see your progress whenever you want. We are available to review your plan and discuss any questions at anytime. There are no extra charges for phone calls, emails, or meetings when you are a client.
The $2100 can be charged to a credit card or debited from a checking account and we do have payment plans available.
After the first year, if you want to continue our planning relationship, there is a $75 per month cost.
Comprehensive Financial Plan
Based on the financial plan that we build together, we may decide on an investment strategy that we manage for you. We hire and use various money managers and charge ongoing costs based on your account balance. These costs are deducted directly from the accounts that we manage (ie, you don’t pay these to us directly) and we are always monitoring the market to make sure we are using the most cost effective solutions.
| Below is the cost schedule: | |
|---|---|
| $0-99,999 | 1.45% |
| $100k-$499k | 1.3% | $500k - $999k | 1.15% |
| $1m - $2.5m | .85% |
| $2.5m + | .5% |