FEE SCHEDULE

ACHIEVE THE BEST POSSIBLE RETURN ON YOUR INVESTMENT WITH US.

Portfolio Management and Financial Planning

First $500K

1.20%

$500K to $1M

1.00%

$1M to $2.5M

0.80%

$2.5M+

0.65%

HOURLY FINANCIAL PLANNING

Our hourly financial planning service specializes in retirement planning, offering expert guidance to help you achieve your financial goals. With a fee of $300 per hour with a minimum fee of at least 4 hours to start engagement, you can access personalized advice tailored to your unique circumstances without the commitment of a long-term financial planning relationship.

Our experienced advisors can assist you with a variety of retirement planning topics, including:

  • Retirement income strategies: Develop a plan to ensure your retirement savings last throughout your lifetime.
  • Social Security decisions: Maximize your Social Security benefits by making informed claiming decisions.
  • Determining appropriate tax strategies: Minimize taxes in retirement through strategic planning such as the “Frank Duke Method,” 1031 Exchanges and Roth Conversions.
  • Estate Planning: Ensure your assets are distributed according to your wishes and minimize estate taxes.
  • Investment recommendations: Build a diversified investment portfolio aligned with your retirement goals.

LATEST INSIGHTS

LET'S ACHIEVE MORE, TOGETHER.

Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.