Pricing Packages
You choose how best to work with us. Review the packages and service offerings avialble to you.
First-Timer Package
$
2500
One Time Plan
- Choose Your Areas of Focus
- Investment Analysis and Recommendations
- Education and College Savings
- Stages of Retirement Planning
- For Assets less than $1 million
- Access to Smart Technologies
- Insurance Review (life/auto/home/umbrella)
- Includes 1 year of Support
- Email and Phone Support
- Online Video and Office Meetings
Custom Package
$
5000
1 Year - With Option to Renew
- Unique to Your Circumstances
- All Areas of Planning Available
- Flexible Areas of Focus
- Often Needed for Complex Scenarios
- For Personal Assets over $1 million
- Includes "First-Timer Package"
- Access to Smart Technology
- Flexible Payment Structure
- *Pricing Varies
Business Package
$
5000
12 Months of Service
- Focus on Business and Personal Planning
- Business Ability to Fund Personal Objectives
- Retirement Plans with Business Benefits
- Coordinating Tax Planning
- Review of Business Documents
- Creative Ideas for Business Planning
- Discussion of Business Liability
- Includes Family Package #1
Portfolio Management
$
1750
Ongoing Quarterly Fee
- Investment Advisory with Full Capabilities
- Risk Assessment and Asset Allocation Process
- Daily Management of Investment Accounts
- Requires Account Transfer to TD Ameritrade Institutional
- Includes "First-Timer Package"
- Investment Minimum $500,000 (total combined value of all accounts)
- Over $1 Million, Investment Advisory Fee 0.99% (see ADV Firm Brochure for Fees)
- *Pricing Varies