FINANCIAL SERVICES and FEES
SERVICES and FEES
Wealth Management is a popular term in the financial industry today, and it is being used liberally by many advisers but without a clear definition. Our definition of wealth management is investment management, advanced financial planning, and relationship management, offered in a consultative process.
This comprehensive model allows us to advise our clients to make wise financial decisions that align their assets with their values and goals, bringing peace of mind regarding their financial situation and legacy.
Who Do We Serve Best?
Our wealth management service is best for anyone retiring in the Auburn-Opelika area, or those living elsewhere and are comfortable working virtually, who are looking for a trusted fiduciary partner to help with ongoing financial, tax and investment decisions throughout the distribution stage of their life.
Our typical client profile: ​
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50 or older
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Single or married, where any children are independent young adults or adults
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Widow or Widower
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Adults who hold or expect to hold financial Power of Attorney for a parent
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Retired or within a couple of years of retiring
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If still working, is an executive, college professor, or small business owner
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Will have Social Security and possibly a pension
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Owns a home, and possibly a vacation home
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Has investable assets between $1,500,000 to $5,000,000
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If an owner of real estate held for investment, portfolio is $1,000,000 plus
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Doesn't have citizenship outside of the U.S., and doesn't own any foreign investments, accounts or real estate
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Fees
Flat annual fees typically range from $14,000 - $36,000, depending on complexity. Our minimum fee is $14,000.
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We use a flat fee, so your cost is clear, predictable, and directly aligned with the work and expertise your plan requires—not the size of your portfolio. Fees are billed quarterly and in advance.
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Our primary model is a transparent flat annual fee. When an asset-based fee would be clearly more cost-effective for a client, we can tailor it accordingly.
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Compare our pricing model for wealth management services to typical fee data just for standard investment management services: AdvisoryHQ​​