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, 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 in or within a few years of retirement who's 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, maybe also a vacation property and possibly investment real estate
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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
Our Annual Flat Fee Range* = $14,000 - $36,000
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*The flat fee range listed is our typical fee range. Fees are annualized and billed quarterly in advance. The fee takes into account such things as: amount of assets under investment advisory, number of meetings required, business ownership, size of real estate portfolio, and overall complexity of financial life.
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Because we charge a flat annual fee, our service is generally most cost-effective for those with investable assets in excess of $1,500,000. For investable asset sizes less than that amount, the traditional fee based on a percent of assets under management may be offered if it is more cost effective for the client.
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​Compare our pricing for wealth management services to typical fee data just for investment management services AdvisoryHQ.