How can we help you?
We offer a 2-prong approach that includes a comprehensive retirement plan and investment management. We’ve found that some people just want a one-time retirement plan, and others only want someone to manage their investments. But we’ve found the best way to help you make the most out of your retirement nest egg is to offer the two in tandem.
So if you’re looking for one or the other, then we won’t be a good fit for you, but we can offer some alternative information & resources below to get you started in the right direction.
You will be charged two fees:
- A one-time financial planning fee (ranges from $1500 to $5000 depending on complexity but the median fee is $1500), - and -
- An ongoing fee for managing your accounts (ranges from 0.5% to 2%, but the median fee is 1%).
We will review your current financial situation, create a retirement plan and then implement it with you.
How We Operate (Fees)
We help create financial plans and give investment advice, charging a flat fee per plan, depending on the complexity of your financial situation. Please call to request a copy of our ADV Part 2 for a more detailed description of our fees. We will give you advice on your financial concerns, including, but not limited to: investments, taxes, insurance, retirement and estate planning. You can terminate at any time.
As an investment adviser firm, we manage your account for a percentage of assets under our management which is typically 1% per year but the annual fee ranges from .5% percent to 2% percent, depending on the size and complexity of your account.