How We Work With Clients

Ideal for: Clients seeking full implementation, ongoing oversight, and proactive guidance. 

Includes:

• Customized investment management, ongoing monitoring and performance oversight
• Retirement income planning and distribution strategy implementaiton
• Proactive tax planning (roth strategies, RMD planning, tax loss harvesting, qualified charitable distributions and concentrated position diversification)
• Comprehensive financial planning (cash flow, life and long-term care insurance, estate coordination and education funding)
• Real estate strategy coordination (DST 1031s and private placement REITs)
• Ongoing guidance for major financial decisions (job changes, home purchase, inheritance, etc.)
• Beneficiary, account titling and coordination review
• Collaboration with your CPA and estate attorney
• Annual review meetings with additional meetings as needed

Advisory Fees: .75% - 1.50% of assets under management

Ideal for: Clients who want a full financial plan and recommendations, but prefer to self-implement

Includes:

• Comprehensive written financial plan and recommendations
• Retirement projections and long-term distribution strategy analysis
• Cash Flow and savings strategy
• Insurance planning review (Life, Disability, Long-Term Care, as applicable)
• Education funding guidance
• Estate planning review and recommendations (not legal drafting)
• Investment allocation guidance and retirement account review
• Implementation checklist
• Optional add-on: Tax planning analysis
• Optional add-on: Real Estate Exit Strategies (DST 1031s and 721 Umbrella Partnership Real Estate Investment Trusts)

Flat Fee: $2,500 - $10,000 (based on complexity)