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| Initial Consultation |
Investment Review |
- No Obligation
- $200 (credited towards any first fee)
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- One-time review, assessment, and suitability of your regular, IRA, rollover, and
pension plan investment portfolio.
- 0.5% of market value of portfolio. (Fee credited towards first quarterly
investment management fee if reviewed account is opened as managed & account)
- Minimum fee: $200 (credited towards first quarterly investment fee if new account
opened)
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Hourly Consultation |
- Retirement, college, taxes, investments, insurance, budgeting, debt, cash flow
and many other areas affecting the financial decisions you make.
- As-needed guidance and second opinions
- Estimated time necessary to address your specific concern(s) provided in advance.
- $200 per hour or flat fee
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Financial Planning |
Retirement Feasibility Analysis |
- Coordinate your financial resources into an organized plan to achieve your
personal and objectives.
- Minimum fee: $1,000
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- Evaluation of when you can retire and what you can do to make that date earlier.
- Total Fee: $750
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Investment Management |
Tax Preparation |
- Long-term, consistent, and satisfying returns for regular, IRA, rollover, and
pension plan accounts.
- $0-100,000 - 1.2% annually (.3% quarterly) of market value of account.
- $100,000-$500,000 - 1.0% annually (.25% quarterly) of market value of account.
- Minimum fee: $50 per quarter
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- Federal and state
- Minimum fee: $125 (depending on complexity)
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