Broker Check

Pricing

Our main goal is to ready you for retirement.  

In years past, costs for financial advice were substantial and the burden fell on you to trust your broker or advisor to have your best interests in mind.  The world has changed and that time has come and gone.

Our pricing model is designed to help you achieve financial independence by giving you higher quality, reliable advice thats easier to understand for a fair price.  This could translate to being more ready for retirement.  Not only can you rely on us to give you unbiased investment advice, but we're also your sounding board for when life takes a wrong turn and you need direction in other areas of your financial life.

Our philosophy has driven us to provide three levels of fee based services and pricing for our clients. Full Service, Coordination Service and the Case by Case basis, all designed in understanding not everyone has the same financial situation.  


Price For Wealth Management Services Overview

Full Service

Our Full Service clients can expect an on-going, long term relationship where we maintain open lines of communication to ensure their goals and needs are being met on a continual basis.  

We manage and advise on all accounts, some legal and/or estate planning situations and always provide unbiased advice on day to day financial needs.

Pricing for our Full Services are based on the total assets which typically ranges from 0.5% to 1.0%.

Coordination Services

Our Coordination Service clients are those that have open accounts at multiple advisory firms.  

Having accounts in different places like banks, other brokerage houses, etc. may lead to a confusing financial plan. In these cases, we work diligently to review and coordinate your assets held at different firms and make decisions with you based on your current needs.

Pricing for our Coordination Services are based on the total assets which typically ranges from .5% to 1.25%.

Case by Case Planning

Our Case by Case Planning Services are usually a "one-time" review of your portfolios followed by our professional opinion of your situation.  Instead of hiring us as your financial team, we act as consultants for a one time fee.

Pricing for our Case by Case Planning Services are based on your total assets which typically ranges from $500 to $1,000 and above.

Pricing For Company Retirement Plan Services

Plan Advisory Services

Our Plan Advisory Services are rooted in the understanding of the fiduciary responsibility business owners have.  We can act as a 3(21) co-fiduciary plan advisor to company sponsored retirement plans such as 401k, 403b, Defined Benefits and more.

The company retirement plan can be complicated, but our expertise in helping business owner navigate the landscape may give you a sense of relief.

Typically, our on-going Advisory Services are based on total retirement plan assets which can range from .75% down to 0.10% or less, depending on plan size and complexity.

Consultation Services

There are times when outside counsel is needed on your company plan.  In these situations, our team will review your current plan, its fees and performance of the underlying funds.  Once we've gathered enough information, we return to the business owner with our recommendations and suggestions.  This service constitutes a one time fee.

Typically, our Consultation Services are based on plan size, complexity and needs which can range from $1,000 to $10,000 and above.

We are confident our selective services will fit your needs and want you to feel comfortable knowing you can choose how you'd like to work with us.

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!