Services and Pricing
We offer a full suite of financial planning services which can be customized to your needs. These range from an all-encompassing full financial plan with an ongoing retainer services plus cost-efficient money management to an hourly service where small bites of the financial planning process can be accomplished over time in a modular fashion. We also offer stand-alone professional portfolio management with no minimum asset level required in line with our Core Investment Policy Statement.
In all cases, an initial consultation to establish your needs, goals, objectives and concerns to be addressed by the engagement can be held at no charge and with no commitment.
(Click on any plan to enlarge)
For context, compare our various ranges of portfolio management fees (shown in red) with the national averages of asset under management (AUM) fees for 2017.
Remember also that these fees shown are BEFORE annual expense ratios charged by the investments themselves that the advisor selects and cost-efficiency is central to our allocation decisions since, unlike most financial advisory services, we do not take commissions to put clients into expensive actively managed funds.