You would like your investments actively managed by our team. Full-Service Advisory plan includes all core services listed above. Assets are held with our custodian, National Financial Services, a Fidelity investments company. We charge an annual fee that is deducted from your account quarterly in advance. You don't have to pay anything else out of pocket.
You maintain your assets elsewhere but still need guidance. Our fee-only plan is simple and straightforward. It includes all the core services and is based on your net worth (assets – liabilities). This is a monthly rate billed quarterly. New Clients also pay a one-time start-up fee of $1,500.
You don’t have a need for on-going planning or investment management. You would like recommendations and require help with a specific financial goal. We charge by the hour or per plan based on complexity. Your first appointment is always complimentary with no-obligations.