Easy to understand fees
My fees are based upon your unique situation.
For financial planning, I charge $150/hour. An initial retirement plan is typically between $1,500 - $5,000 depending on complexity. On-going services range from $750 - $6,000 per quarter, depending on complexity. For brief engagements when not an ongoing client I charge $180/hour with a $360 minimum.
Portfolio management fees also vary based on complexity, but commonly range from $750 - $6,000 per quarter.
I want you to feel the service I’ve provided is worth more than what you’ve paid.
Note: While I don’t have required asset minimums. I also don’t want fees to be an impediment to reaching your goals. Most of my clients have an annual household income greater than $150,000 or a net worth greater then $500,000.