|
|
| Initial Consultation |
Investment Review |
- No Obligation
- $250 (credited towards any first fee within three (3) months)
|
- One-time review, analysis, assessment, suitability, and recommendations for designing, rebalancing, or consolidating retirement, regular, IRA, pension, rollover, college, and trust investment portfolios.
- 0.5% of market value of portfolio being reviewed
- Minimum fee: $250 (credited towards first quarterly fee if a new ongoing investment management account is opened within three (3) months)
|
Hourly Consultation |
- Retirement, college, taxes, investments, insurance, budgeting, debt, cash flow, pre-and post divorce planning, pension and business valuation, proposed settlements, second opinions,
and many other areas affecting your financial decisions
- "As-needed" guidance and second opinions
- Estimated time necessary to address your specific concern(s) provided in advance.
- $250 per hour
|
Financial Planning |
Retirement Feasibility Analysis |
- Coordinate your financial resources and objectives into a comprehensive, organized, and clear plan to achieve your
personal financial goals and objectives.
- 2% of your total income (1/2 due upon your receipt of questionnaire; balance due upon your receipt of completed plan document)
- Minimum fee: $1,200
|
- Evaluation of when you can retire and what you can do to retire earlier; optimal pension, Social Security, and withdrawal strategies
- Total Fee: $1,000
|
Investment Management |
Tax Preparation |
- Long-term, consistent, and satisfying returns for regular, IRA, SEP, pension, rollover, college, and
trust accounts.
- < $100,000 - 1.4% annually (.35% quarterly) of market value of account.
- $100,000-$500,000 - 1.2% annually (.30% quarterly) of market value of account.
- $500,000-$1,000,000 - 1.0% annually (.25% quarterly) of market value of account.
- > $1,000,000 - .8% annually (.20% quarterly) of market value of account.
- May be subject to minimum quarterly fee of $50
|
- Federal and state income tax returns
- From $125, depending on complexity
|
|
