Service Fees
Asset Management:
Our asset management service typically serves clients who are too busy and have no desire to manage their own assets. We have discretion to trade for our clients and tailor the asset allocation to your specific financial circumstances and risk tolerance.
Advice-Only:
Advice-Only planning typically serves clients who are comfortable performing investment management tasks on their own, but who have questions about their own situations and strategies that require more personalized advice than YouTube videos or personal finance websites can provide.
Our asset management service typically serves clients who are too busy and have no desire to manage their own assets. We have discretion to trade for our clients and tailor the asset allocation to your specific financial circumstances and risk tolerance.
Advice-Only:
Advice-Only planning typically serves clients who are comfortable performing investment management tasks on their own, but who have questions about their own situations and strategies that require more personalized advice than YouTube videos or personal finance websites can provide.
My fees for asset management clients cover the following:
Ongoing advice
Financial planning
Client service model
(our ongoing planning process)
Cash flow and cash management
Meetings with your CPA and estate attorney
Retirement income planning and stress tests
Tax planning
eMoney private client website
Insurance gap analysis
Fee audit of existing investments
Annual performance report
Asset Management
My advisory fees are tiered and capped:
1% on the first million or $10,000 annually.
.5% on the second million or $15,000 annually.
Fees are capped at $15,000 for portfolios up to 10 million.
Most advisory fees are paid with pre-tax dollars.
Advice-Only Planning
My Advice-Only fee schedule:
Single: $6,000 or $1,500 per quarter.
Married: $8,000 or $2,000 per quarter.
Fees can be paid via your bank account or credit card.
Are we a match?
There is no cost for our initial meeting.
My clients typically have between 1 million and 10 million investable assets and are between the ages of 50-75.
My goal is to develop a deep understanding of the clients and get to know them as a person rather than a list of assets.