Pricing
SIMPLE PRICING, DESIGNED TO FIT YOUR NEEDS.
Hourly Sessions
Investments
Investments+
$400/h
$5,000 + 0.7% (max. 2% total)
$5,000 + 0.7% (AUM > $2M)
Number of hours per calendar year
Unlimited
Unlimited
Extended hours
Unlimited Emails
Financial Strategy
(3 sessions in general)
Estate Planning Services (Living Trust & Will)
$1,750
$1,750
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
- 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.