Portfolio Construction, Asset Allocation, Investment Rebalancing, Financial Risk Assessment.

AUM Fees:

$100,000 - $499,999             1.35%

$500,000 - $999,999             1.15%

$1,000,000 - $2,499,999       1.0%

$2,500,000+                          0.85%                

Net Worth Analysis, Estate Planning Coordination, Tax Planning Strategy,  Wealth Management, Proactive Communication

Fee:

12 Month Subscription Plan: $150 per month

($1,800 Annually)

Customized Wealth Plan, Retirement Income Planning, Risk Management, Investment Management, Tax Planning, Legacy Planning

Fee:

$3000 Single

$3600 Married

Business Planning is based upon complexity