Personal Financial Advisor Fee
The “Personal Financial Advisor” Service will be provided on a fee basis. We can provide an estimate on a fixed project fee, based on the complexity of the situation and your needs. The fixed project fee will be agreed upon before the start of any work and can range between$1,500 to $5,000.00 for more comprehensive services. For limited scope projects such as college planning or social security planning, the fee would be more like $450-$500.
Depending on your preference, we also can work on the basis of a quarterly investment assets under management that you approve in advance.
If you are looking to develop a strategy to pay for college or a sustainable retirement income plan, we can help. Or if you would like a single go-to fiduciary advisor to oversee every moving part of your financial life, we may be just what you’re looking for.
Schedule your free initial visit today.