fLAT aDVISORY fEEs


$1000Month

Level 1 Investing Flat Fee

  • For investible assets < $2 million
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
  • Step 5: Financial Plan Delivery Appt - remaining balance due at this time.
  • Step 6: Monthly payments of $1000 set up to start the month after the Financial Plan Meeting.
  • Step 7: Quarterly Investment Reports
  • Step 8: Annual Review of Investments & Financial Plan Updated
$1750Month

Level 2 Investing Flat Fee

  • For investible assets of $2 million - $4 million
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
  • Step 5:Financial Plan Delivery Appt - remaining balance due at this time.
  • Step 6: Monthly payments of $1750 set up to start the month after the Financial Plan Meeting.
  • Step 7: Quarterly Investment Reports
  • Step 8: Semi- Annual Review of Investments /Financial Plan Updated
$2500Month

Level 3 Investing Flat Fee

  • For investible assets $4 Million (+)
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
  • Step 5: Financial Plan Delivery Appt - remaining balance due.
  • Step 6: Monthly payments of $2500 set up to start the month after the Financial Plan Meeting.
  • Step 7: Quarterly Investment Report
  • Step 8: Quarterly Progress Meetings/ Financial Plan Updates