The initial financial analysis will be billed on an hourly basis, based upon the complexity of your situation, and the number of hours we estimate it will take to develop the game plan towards achieving your dreams. After talking with you and reviewing pertinent documents, we will give you a written estimate of what that cost will be.  However, generally the cost of the initial analysis will be within the range of $3,000 to $10,000.

Beginning the month after your initial analysis is presented to you, your investment account will be charged an ongoing quarterly wealth management fee (prorating the first quarter, accounting from the date the plan is presented).  The wealth management fee will include all consultations, at least annual planning updates, investment management (with quarterly reports provided to you), tax preparation for personal and individual trust returns, and any of the other personal services we may provide.  This annual fee will be based upon the value of your investment assets, and will be computed based upon the following annual scale:

1.5% on the first $500,000
.75% on the next $1.5 million
.50% on the next $3 million
.33% on the next $5 million
.25% on the next $10 Million