Holistic Financial Planning
- Fee – $200 per month
- Fee are paid through Advice Pay via checking account or credit card
- Advice Pay allows you decide what day works best for you
One-time Financial Plans
- Fee – minimum $4,000 – $10,000
- Fee is paid in two installments.
- Invoices delivered by Advice Pay
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- Fee can be paid via checking account or credit card
- Half up front, half at Plan Delivery
Planning Projects
- Fee – $100 per hour
- Fee is paid upon plan delivery
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- Fee can be paid via checking or credit card
- Invoices delivered by Advice Pay
Investment Management
- Fee – Percent of Assets Under Management
- $0.00 – $1,000,000.00 ; 0.80%
- $1,000,000.01 – $2,500,000.00 ; 0.70%
- $2,500,000.01 – $10,000,000.00 ; 0.60%
- $10,000,000.01+ ; 0.50%
