$400/h
$5,000 + 0.7%/y (max. 2% total)
$5,000 + 0.7%/y
(AUM $2M-$10M)
(AUM $2M-$10M)
0.7%/y
(AUM $10M-$30M)
(AUM $10M-$30M)
Contact us
(AUM > $30M)
(AUM > $30M)
Number of hours per calendar year
Unlimited
Unlimited
Unlimited
Unlimited
Extended hours
Unlimited Emails
Financial Strategy Included
(2 à 3 sessions en général)
Simple Estate Planning Services
$1,990
$1,990
Complex* Estate Planning Services
*
*
Other Accounts Monitoring
401k Active Management
High Yield low risk short-term solution | Tax Advantageous – Fees: 0.5%
Portfolio – align your investments with your values
Alternative Investments
Client Portal Access – Investments
Budget & Finance Tool – Monarch Money
Special Financing based on your investments
Income Taxes Included*
*Limited in terms of amount
- Number of hours per calendar year
- Extended Hours
- Emails
- Financial Strategy included
- Estate Planning Services (Living Trust & Will)
- Other Accounts Monitoring
- 401k active management
-
High Yield low risk short-term solution
Tax Advantageous - Fees: 0.5% - Portfolio - align your investments with your values
- Alternative Investments
- Client Portal - Investment
- Budget & Finance Tool - Monarch Money
- Special Financing based on your investments
Hourly Sessions
$400/h
- N/A
- Limited
- N/A (3 sessions in general)
- $1,750
Investments
$5,000 + 0.7%
(max. 2% total)
- $1,750
Investments
$5,000 + 0.7%
AUM > $2M
We Prioritize Your Financial Interests
We don’t sell financial products.
We don’t receive commissions.