ONE-TIME FINANCIAL PLAN
Ideal for high income earners or those who prefer to self-manage investments
2,750 - 10,000
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Holistic Financial Plan (cash flow, risk, education, employer benefits, debt, estate, and more)
Custom deliverables, PDFs, documents, and evaluations
Three-month access to RightCapital software
Investment & portfolio recommendations, but you’ll place trades and handle ongoing management
Fees are based on the complexity of your financial situation: Marital status, number of accounts, investable assets, annual income, real estate holdings, etc.
COMPREHENSIVE PLANNING
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INVESTMENT MANAGEMENT
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INVESTMENT MANAGEMENT
Ideal for those who need detailed and ongoing support with managing their investments
1.00%
<$1M
0.85%
$1M-$3M
0.75%
$3M+
*Based on assets under management (AUM)
*$5,000 minimum fee annually
Comprehensive and holistic financial planning
Ongoing plan monitoring & check-ins 2-3x annually
Custom portfolio construction
Tax-loss harvesting and tax-coordinated portfolios
Options for non-discretionary investment management
How I Earn My Fees
70%
Planning & coaching
30%
Portfolio Construction & Management
0%
Beating or timing the market
0%
Picking the top investments
0%
Earning commissions, kickbacks, or transaction charges
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