Clear, transparent pricing for comprehensive financial planning and ongoing wealth management services.
| AUM | Price |
|---|---|
| 0-1M | 1% |
| 1-5M | 0.5% |
| 5-15M | 0.25% |
| 15M+ | 0.15% |
This service is designed for individuals or families seeking year-round partnership and proactive financial management. It suits those who value continuous monitoring, tax-efficient strategies, coordinated investment oversight, and support during major life changes. It is the right fit if you want an advisor involved throughout the year to optimize your entire financial picture.
This service delivers a focused deep dive into a single financial question or decision. You receive a structured analysis, clear recommendations, and a roadmap you can act on immediately. It is designed to give you confidence and direction without requiring an ongoing relationship. You walk away with expert guidance tailored to your exact situation at this moment.
Point in time engagements are billed as a one time project fee. The cost typically ranges from $3,000 to $15,000, depending on the depth of analysis required and the complexity of your financial situation. Smaller questions or targeted reviews fall at the lower end. Comprehensive multi topic projects land toward the upper end. You will always receive a transparent quote before any work begins.
Ideal for individuals who want clarity around a specific financial decision. It suits those who prefer a one-time, structured review that delivers objective analysis, personalized recommendations, and a clear path forward without ongoing commitment. It is a great fit if you want expert guidance at a critical moment and are comfortable managing your investments on your own.