How Do We Work Together?
In-depth
Financial Planning
Investment Management
Tax
Strategy
Your Other Options
What we see typically see in the marketplace1
Disclosures
2. Outsourced tax preparation availability based on level of assets managed, tax complexity, and current compacity of tax preparation.
Our Fees
1. The asset-based fees described above are “blended” such that the percentage rates are applied to each corresponding range of assets, resulting in a combined fee. For example, a client with $3,500,000 under our management would pay 0.90% on the first $2,500,000, and 0.50% on the next $1,000,000.
2. There is a $12,500 annual minimum for all new clients with less complex tax preparation, and a $10,000 minimum excluding tax preparation. This covers asset management up to $1,000,000.
We work best with:
We add the most amount of value when prospective on-going clients have:
Household Investable assets of $1MM+
And / Or
Household Personal Income of $500,000+
SCHEDULE YOUR CONSULTATION
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