real service,
Real Impact.
Solutions to help clients use personal finance to live their fullest and most meaningful lives.
Let’s do something meaningful together.
Fee Structure
My fee structure reflects a simple belief: you should always know exactly what you’re paying and why. The “assets under management” fee model can be difficult to understand (is it based on the beginning, the end, or an average? Is it in advance or in arrears?). My flat-fee based services are transparent and straightforward.
Importantly, I do not receive any commissions for selling products.
“Price is what you pay. Value is what you get.”
-Warren Buffett
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Advanced Planning plus building and monitoring a complete portfolio.
$10,000 per year up to $5 million (If you have $2 million with an advisor charging a 1% AUM fee, that’s $20,000 per year)
$20,000 per year from $5 million to $10 million
Over $10 million is custom.
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Basic Planning plus more complex planning needs. This is for you if you have multiple accounts types, advanced tax planning strategies, deeper estate planning needs such as blended families or special needs planning, and permanent life insurance evaluation. $5,000 per year.
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This is for you if you have one or two accounts types and are looking for retirement timing and cash flow planning, Social Security and Medicare guidance, basic estate planning, and long-term care planning. Includes monthly monitoring for spending adjustments. $2,400 per year.
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This is for you if you have a single topic to discuss, such as employee benefits, home purchase, saving for retirement in 10+ years, or if you want to get to know each other better first before diving into one of the other services. $150 per hour.
Contact Me
Interested in working together? Fill out some info and I will be in touch shortly. I’d love to hear from you!