1.  Financial Assessment

The fee for this service ranges from $1,000 to $2,500 depending on the complexity of the plan determined by the number of hours required to complete the plan.  The fee is payable in two installments, one half will be due upon retention of your advisor and the other half due upon completion and presentation of the assessment by your advisor.   As our client, you may opt to have periodic reviews and updates performed by us for a fee of $500 per review.
 

2.  Detailed Financial Plan

The fee for this service will be $2,500 payable in two installments, one half will be due upon retention of your advisor and the other half will be due upon completion and presentation of the analysis by your advisor.  As our client, you may opt to have periodic reviews and updates performed by us for a fee of $500 per review.
 

3.  Comprehensive Financial Plan

The fee for a Comprehensive Financial Plan is $3,500 payable in two installments, one half will be due upon retention of your advisor and the other half will be due upon completion and presentation of the analysis by your advisor.  As our client, you may opt to have periodic reviews and updates performed by us for a fee of $500 per review.
 

4.  Hourly Financial Planning - $200 per hour

Clients with minimal planning needs may elect to be charged the Investment Management fee and be billed separately for planning items on an hourly basis.  The fee will be billed in one-tenth of one hour increments.  We will invoice on a monthly basis for consultation services provided.