FINANCIAL PLANNING - FEE STRUCTURE
Financial Assessment
The fee for this service is $500 for the first item to be assessed and $250 for each additional item. 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 our Advisor. You may opt to have periodic reviews and updates performed by Advisor for a fee of $500 per review.
This service may include:
Detailed Financial Plan
The fee for this service will be $2,500 payable in two installments, one half will be due upon retention your advisor and the other half will be due upon completion and presentation of the analysis by the advisor to you.
The detailed financial plan covers all items included in the Financial Assessment as well as an in-depth analysis of current cash flow, retirement fund accumulation and distribution, tax implications, and plan to maximize after-tax retirement cash flow.
As our client, you may opt to have periodic reviews and updates performed by your advisor for a fee of $500 per review.
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.
This plan covers all items included in the Detailed Financial Plan listed above, with an in-depth analysis of long-term care planning and the development of an efficient wealth distribution strategy customized to achieve your goals and wishes.
You may opt to have periodic reviews and updates performed by Advisor for a fee of $500 per review.
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.
