Service and Fee
Imagine a trusted advisor looking out for you during all market conditions, when tax laws change, and when you experience life events.
An advisor that proactively plans for whatever scenarios may occur in your life. An advisor that listens to your concerns and helps you navigate all the ups and downs of life as they impact you financially.
This is what I do for my clients every day. This is what you deserve as well.
We have 15 years experience in consultancy
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Fee
The fee for Wealth Management Services is a flat annual fee. The fee is paid directly from the accounts under management quarterly. The fee is set based on the complexity of your situation, the overall value of your portfolio, and the level of advice required for your situation.
Fee Examples:
$1.5M portfolio, average complexity, average level of advice needed $12,500 annual
$3.0M portfolio, average complexity, average level of advice needed $17,500 annual
You will receive a fee quote for your situation when we meet.
I do not impose a minimum investment amount. However, due to the minimum annual fee of $10,000 it is most economical for portfolios of $750,000+ and/or high income earners building their savings.