Our clients never pay a sales commission, and we never receive compensation from any other financial institution. This is what it means to be fee-only, which provides our basis for independence and objectivity.

Ongoing Financial Planning and Investment Advice

This service is provided by a Certified Financial Planner™ professional and includes:

  • Guidance on what is necessary for a safe retirement including tax planning for investment distributions, and when to collect Social Security, pensions, and other retirement benefits
  • A review and analysis of your current account(s) allocation, cost, and expected risk/return
  • Ongoing analysis and testing of your overall retirement safety based on actual realized results (investment performance, inflation, interest rates, contributions, etc.)
  • Continuous research and analysis on financial markets, returns, and better investment options
  • Assistance with all major financial decision-making

The cost for this service is based on your portfolio value and is debited directly from investment account(s) at the following rates:

Investment Portfolio Value Annual Rate
$750,000 – $1,500,000 0.95%
$1,500,001 – $3,000,000 0.85%
$3,000,001 – $10,000,000 0.75%
$10,000,001 – $25,000,000 0.55%
$25,000,001 – $50,000,000 0.40%
$50,000,001 + 0.30%

New ongoing clients must generally have a minimum portfolio value of $750,000, or be expected to meet this minimum shortly after becoming a client. This is to ensure we can provide our comprehensive services at competitive rates. To the extent that a household has a total investment balance of less than $750,000 at any given time, an annual rate of 1.15% is assessed for that period.

To see how we can help you and get an estimate: