Wealth Planning Clients do not currently meet Wealth Management Client metrics, but are likely positioned to do so in the future, and are interested in assessing planning needs now.*
Review services include:
- Investment Education
- Conference Calls with Current Investment Providers
- Review Summary reports
Planning services include:
- Review Services
- Portfolio Analysis
- Goal & Risk Planning
- Strategic Recommendations
Flat fee services start at:
- $75 for employer only retirement plan review
- $275 for multiple retirement accounts review
- $600 for multiple non-retirement account reviews
- $1200 for multiple goal planning
Other fees:
- Hourly consulting fees are $400
- Employer Sponsored Retirement Plan Reviews are conducted on custom fee schedule
*If fees appear inappropriate for the situation, we will decline the engagement and possibly suggest other alternatives.
