Financial Planning and Investment Consultation Services-Hourly/Fixed/Project
Under this engagement, all planning and consulting services are based upon an hourly rate of $360, however a fixed fee may also be agreed upon. Fees are determined based upon the nature and complexity of each client’s unique situation. A proposal is provided after our Get Acquainted meeting which means all fees are agreed upon prior to entering into a contract for services. Most initial financial plans focusing on retirement typically fall in the $7,200-$10,000 range.
A retainer in the amount of 50% of the anticipated fee, or $1,200 (whichever is less), is due at the time an Agreement is signed. The balance is invoiced following each meeting.
Private Client Annual Service
Under this engagement, all planning and consulting services are based upon an annual fixed fee paid quarterly, semi-annually, or annually. A retainer in the amount of $1200 is due at the time an Agreement is signed. The services to be provided and the total annual fee to be charged will be determined on a case-by-case basis as detailed in the client agreement.
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