You are paying for our expertise, advice and service. 

The Fiduciary Family Steward Financial Life Planning Fee is a flat fee payable in four installments. 

You are not obligated to a long term relationship.

 

Net Worth

Quarterly fee

Annual fee

Up to $2,500,000

$2,500

$10,000

Up to $3,500,000

$5,000

$20,000

Over $3,500,000

 

Negotiable

Net worth excludes primary residence, includes all other real estate, rentals, investment property, business interests, investment & retirement accounts.

For net worth (excluding primary residence) up to $2,500,000
the annual fee for ongoing financial planning 
with or without investment management is $10,000 collected in quarterly installments of $2,500.

For net worth (excluding primary residence) exceeding $2,500,000 up to $3,500,000
the annual fee for ongoing financial planning 
with or without investment management is $20,000 collected in quarterly installments of $5,000.

Quarterly fees are due and payable at the end of each quarterly billing period

Use the calendar below to schedule a free 30 minute call to learn more about our flat fee financial planning services.