For the same level of planning & services, we offer two different fee options for working with our group which is contingent upon the complexity of your overall financial plan, investment strategy, and assets under our care. This option can either be based as a percentage of assets under management or for a one-time flat annual fee, if not managing assets.
- The annual fee for managing assets ranges from 0.70% - 1.3% of the total portfolio balance which includes all year-round financial planning & coaching, portfolio rebalancing & trades, and direct access to Ben & his team.
Or
- A one-time annual flat planning fee (if not managing assets), ranges from $5,000 - $12,000, and includes all year-round financial planning & coaching, and direct access to Ben & his team.
Both fee options are interchangeable at any time, and all clients benefit from our custom-tailored year-round planning and ongoing advisory services. We never bill a client or prospective client to speak with us, and the initial consultative planning process is always free of charge.
