Fee Structure

Investment Consultation/Portfolio Review/Foundation Planning                                $2,500 (annual fee)

• Risk Evaluation
• Performance Analysis
• Optimization of Investment Strategy
• Personal Financial Website

Wealth Accumulation Plannning                                                                                 $5,000 (min. annual fee) 

Requires investment assets of $500,000

• Comprehensive financial planning
• Investment analysis and strategy
• Portfolio management 

Advanced Planning Strategies                                                                                    $10,000 (min. annual fee) 

Requires investment assets of $2 million

• Wealth Preservation
• Tax Efficient Distribution
• Wealth Transfer
• Charitable Giving