You are paying for our expertise, advice and service. I sincerely hope we will continue this relationship for as long as you find the services are valuable to you and your family.
At the inception of our relationship you will pay a start-up fee of $1,000 at contract execution.
Annual Financial Life Planning Fee is $8,000.
Payable $2,000 per quarter, in arrears via electronic invoice
- pro rata from investment account(s),
- bank checking/savings account or
- credit card.
We recognize the value of providing both financial life planning and investment management services on an integrated basis and therefore we will not accept a client that does not commit to working with us for a minimum of 6 months working on both financial planning and investment management.
Quarterly billing period begins at contract execution -- meaning first quarterly fee will be due at the end of the third full month after contract execution.
For example, if your contract is executed on May 13, your first quarterly fee would be due and payable August 31 for the service period May 13 - August 31.
Annual billing payment is not permitted due to regulatory restrictions.
We ask that you commit to one year of working with us. We believe that one cannot make an accurate evaluation until you have experienced the entire slate of services we provide over the course of a full year. You are not bound to stay in the contract for the entire year, in fact the contract specifies you (or I) can terminate the contract with no less than 15 day notice. I just hope you will stay the year to experience a year’s worth of services.
Next step is to schedule your "Get Acquainted" visit: Schedule "Get Acquainted" visit