Services & Pricing
CORE
$475 Flat Fee
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Goals and Objectives Review
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Cash Flow and Budgeting
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Risk Tolerance Assessment
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Financial Goal Setting
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Debt Management
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Savings Goal
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Real Estate Holdings Review
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Life Insurance Review
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Social Security Analysis
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Retirement Projections
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Long Term Care Insurance
Fee includes follow up emails or calls to clarify topics discussed
ENGAGE
$250,000 in investable assets
1% Annual Management Fee*
Flat Fee Waived
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Small Business Services
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Income Distribution Strategies
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ESG Social Investing
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Securities Backed Credit
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Portfolio Management:
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Investment Due Diligence
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Asset Allocation Review
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Portfolio Performance Reporting
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Tax and Cost-Basis Reporting
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Portfolio Rebalancing
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Pension Income Options
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Investments with some Principle Protection
+ CORE Services
PARTNER
$1,000,000 in investable assets
0.75% Annual Management Fee*
Flat Fee Waived
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Strategic Planning for Wealth Conservation
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Trust Asset Integration
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CPA Partnership for Tax Planning
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Charitable Giving
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Tax Optimized Investing
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Premium Financed Life Insurance and Tax Free Income
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Executive Compensation Planning for:
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Deferred Compensation
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Stock Options
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Concentrated Portfolios
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+ EGAGE Services
+ CORE Services
* Additional platform and/or custody fees which are dependent upon size of your portfolio and specific investments.