Services Delivery

You can choose to work with us on a long-term basis or for a limited-term engagement. Our Wealth Management service provides comprehensive, integrated, and on-going financial planning, tax planning, college planning and investment management to clients who have at least $500,000 to invest. Our Limited Engagement Financial Planning and College Planning Services are billed on an hourly basis.

Fees

Wealth Management

Our annual fee schedule for comprehensive financial planning, tax planning, college planning and investment management is as follows:

1% of the first one million dollars under management ; plus
¾% of the next two million dollars under management; plus
½% of remaining assets under management

Fees (View fee table) are payable on a quarterly basis for the previous quarter’s services. The minimum annual fee for comprehensive financial planning and investment management is $5,000.

Limited Engagement Financial Planning

If you need assistance developing a comprehensive financial plan, without on-going investment management or other services, you can consult with us on an hourly basis.

Our fee to develop a comprehensive financial plan is $300 per hour, and this type of engagement typically requires ten hours.

College Planning

College Planning is for families with students who are approaching college age.

If you have a high school student, you may want help with:

Establishing multi-year plans to identify and cover college costs
Maximizing merit scholarships
Receiving advice on financial aid and merit appeals
Discussing financing options
Finding resources to help your student with preparing for college and the admissions process

Our fee for College Planning is $300 per hour and a comprehensive college plan usually requires ten hours.