Service Levels & Costs

Portfolio of $1,000,000 - $25,000,000

• Comprehensive financial planning strategy with periodically updated wealth forecast
• Investment portfolio design, tax-efficient management and online 24/7 access to performance reporting
• External account aggregation
• Estate planning review
• Insurance needs planning
• Income tax planning
• Charitable planning strategies
• Targeted plans for life events (retirement, education, etc.)
• Access to Private Alternative Investments
• Leader of family team of advisors

Our Holistic Planning service is for clients with $1 million – $2 million in investable assets. For these clients we focus on relevant core financial planning that includes Cash Flow Analysis, Investment Portfoilo Design, Retirement Planning, Tax Planning, Estate & Legacy Planning and Asset Protection.

• Our fees for financial planning start at $3,500 for individual & families. For business planning they start at $5,000.
• Our fees typically start at 1.25% of assets under management, dropping to 1% for assets under management above $2 million, and continue to decrease as your wealth increases. Our minimum annual fee is typically $12,500.