Affordable Financial Advice (choose Option 1 or Option 2)
Service Option 1: Comprehensive Financial Plan
Includes one 2 hour meeting and up to 3 months of email/phone consultation during implementation of plan. Issues reviewed but not limited to: establishing a household budget, structuring savings for college and retirement, review and make recommendations for all investments (excluding individual stocks). You will be charged a one time fee as follows:
Assets or Income (excluding home)
| <$250,000 | $1,200 |
| $250,000-$500,000 |
$1,600 |
| $500,000-1,000,000 |
$2,000 |
| 1mm to 2mm |
$2,500 |
| >$2 million |
based on a percentage of assets |
After the expiration of the 3 month time frame, an hourly fee of $250 will apply.
Annual reviews will be charged at the rate of $250 per hour with a minimum fee of $500.
Service Option 2: Ongoing Financial Consultation and Investment Management
Includes the Comprehensive Financial plan plus unlimited email/phone consults and investment management including quarterly portfolio reviews. You will be charged an annual fee as follows:
Assets or Income (excluding home)
| <$250,000 | $1,500 |
| $250,000-$500,000 |
$2,000 |
| $500,000-1,000,000 |
$3,000 |
| 1mm to 2mm |
$4,000 |
| >$2 million |
based on a percentage of assets |