Understanding The Cost
We never make how much it will cost to work with us a secret. We ensure that our clients have a clear understanding of our services, processes and cost structure.
As comprehensive financial planners, we want to help our clients in every aspect of their financial lives. Being a fee-based firm means that we’re able to align our success with yours. We don’t receive commissions, and we have no proprietary products to sell.
We don’t have a minimum asset requirement. Our services are best suited for households with either $750,000 or more of assets and/or greater than $200,000 of income. We seek to serve a clientele that has a strong desire to build wealth, even if they don’t have much to begin with.
Asset-Based Cost Structure
Fee-Based Relationship Value
Amounts Over $10,000,000