Ongoing Wealth Management
The fee structure for ongoing wealth management is shown below. Our minimum annual fee is $2,400, billed quarterly.
Minimum Fee: $200 / month ($2,400 a year)
|Assets Under Management (AUM)*||Annual Fee|
|$0 – $2,500,000||1.00%|
|$2,500,001 – $5,000,000||0.75%|
* AUM includes assets held with a third-party custodian and excludes personal bank accounts, real estate, or other non-marketable securities.
Comprehensive Financial Plan
The cost for a one-time comprehensive financial plan is $3,500. A discount applies to Emerging Physicians and individuals interested in ongoing wealth management.
Businesses: We offer comprehensive full service accounting/tax services starting at $799/month.
Individuals: Tax services start at $550 per return and are only available to our Ongoing Wealth Management clients.
The aforementioned fees are subject to change based on the complexity and scope of the engagement.