As a woman heading toward retirement, we’re sure you have enough questions about what’s to come. How much you’re paying for our help shouldn’t be one of them. We’re happy to outline our fees below, and we encourage you to give us a call today if you have any questions.
Financial Planning Platform
Flat Fee Pricing beginning at $3,500
To kickstart your financial plan or answer your hardest questions, we offer a flat-fee platform that includes the following:
- Budget and Cash Flow Statement
- Credit Review
- Insurance and Company Benefits Review
- Investment Review
- Retirement Review
Discovery Meeting
$300 Flat fee
In an effort to make our first time together as insightful and helpful as possible, we offer an in-depth discovery meeting at a flat-rate of $300.
Investment Management
For clients with investable assets of $250,000 and above, our financial planning services are included in the AUM fee up to the stated hours below. Any additional planning services exceeding the stated hours will be charged at our hourly rate of $300.
AUM (Assets Under Management) | AUM Fee | Financial Planning Hours Included* |
$250,000 to $499,999 | 1% | 3 Hours ($900 value) |
$500,000 to $999,999 | 1% | 5 Hours ($1,500 value) |
$1,000,000 to $2,999,999 | 0.75% | 10 Hours ($3,000 value) |
$3,000,000 to $4,999,999 | 0.75% | 15 Hours ($4,500 value) |
$5,000,000 to $9,999,999 | 0.50% | 25 Hours ($7,500 value) |
$10,000,000+ | 0.25% | Unlimited |
*Hours do not rollover to next year
