Financial Planning

• Formation of a written financial plan encompassing all aspects of a household’s financial wellness

• Preparing and analyzing financial statements

• Tax planning

• Planning for insurance, risk management, and employee benefits

• Investment strategy

• Insurance analysis & planning

• Retirement and income planning

• Estate planning

Fee

$1,250 to $2,500 Upfront
+
Monthly fee between $100 to $625

Investment Management

• Development and Implementation of Investment Policy Statement

• Ongoing account monitoring and rebalancing

• Tax-loss or Gain Harvesting

• Tax-efficient allocations and withdrawal strategies

• RMD Calculation and Distribution

• Roth conversion planning

Fee Schedule

*Based on Assets Under Management*

$1 - $1,500,000: 0.5% of AUM

$1,500,001 - $3,000,000: 0.3% of AUM

$3,000,001 - $6,000,000: 0.2% of AUM

$6,000,000+: 0.0% of AUM