Fee Structure

FeeStructurePhoto
 

 

Investment Consultation/Portfolio Review                                                                  $1,800 (annual fee)

  • Risk Evaluation
  • Performance Analysis
  • Optimize Investment Strategy

 

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