Client Service Options
Option A
Monthly Subscription Plan
This plan is designed for individuals or families seeking comprehensive financial planning services, but who do not require portfolio or asset management.
The cost varies based on client complexity and needs. The fee is charged monthly and the first payment is made after the Tailored Plan is presented and client can see the value that we provide. There is no long term commitment required, the client may cancel at any time.
Option B
Fee-Based Asset Management
This plan is for individuals and families seeking comprehensive financial planning AND professional portfolio/asset management. In this plan we will build and manager a portfolio that is customized based on your risk tolerance and goals.
The fee for this plan is a percentage of the assets being managed and the fee reduces as the asset size grows. The fee is charged from the asset base on a quarterly basis. There is no long term commitment required, the client may cancel at any time.
