Pricing
Fee Only - We agree to one transparent annual fee for ongoing management which includes all of our services, paid either monthly or quarterly.
Maximum Fee - Our fee caps at $25,000 per year. If you’re investable assets exceed $4,000,000, this is could be a significant benefit to you.
We review fees annually. If your financial circumstances have changed, your fee will also change.
Ongoing Management
Cost: Annual fees begin at $3,000/year for individuals and families and $5,000/year for business owners.
We calculate our fee based on “assets under management” (your investments that we manage for you). You can use the table to your right to calculate what your fee would be. If you have high income and low assets, you will be billed monthly.
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No, we firmly believe everyone deserves professional financial advice regardless of assets. If you don’t have assets, you may have a subscription based payment, subject to the annual minimums stated above.
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We believe each client deserves the same experience, and it takes significant time to deliver that value. Due to that belief, we must value our own time. In addition, we can provide more quantifiable value to clients as their financial complexity increases along with their income and assets. So, if you do not have that complexity, we will make that clear in a discovery call and suggest hourly sessions until you get to that point in your life.
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Technically speaking no, though we would expect that you are planning for a minimum of 1 year. Termination of the client/advisor relationship simply requires a 30 day written notice.
Hourly Sessions
Cost: Hourly sessions are provided at $250 an hour.
The first hour is billed in advance and additional time is billed in 30 minute increments in arrears.
This is often recommended for young individuals and couples in their 20’s-30’s that do not have a high income, or specific questions that do include significant elements of complexity.
Free Friday Drop-Ins
What: Relaxed 1-on-1 conversations designed for you to ask questions about money in a comfortable, supportive, and confidential setting.
Who: Those that have questions or just want to test our knowledge on a trial run. (You’re not the first one, slick!)
When: Friday’s, we provide 2 45 minute slots as often as our schedule allows.
Click below to see available times.