Flat-Fee Advisory Services
For Managed Assets Under $3,000,000
There is currently an 8-week waitlist to onboard new clients.
As a flat fee, fiduciary and fee-only financial advisor, our compensation comes directly - and only - from our clients; never from product sales or commissisons, referral fees, or mutual fund companies.
Fees Are Paid Quarterly Via ACH or Account Balances.
$9600 Annual Fee
- Portfolio Management Services
- Ongoing Comprehensive Financial Planning
- Financial Summary and Action Plan
- Tax Planning and Modeling
- Semi-Annual Meetings
- Basic Tax Preparation
- .32% On Assets Over $3MM