Private Office
An elite family-level relationship designed to simplify retirement complexity through integrated planning and oversight, with a focus on coordinating investments, taxes, and legacy.
What’s Included:
- Ongoing Financial Planning
- Asset Management
- Access To Our Team
- Semi-Annual Review
- Tax Services
- LEGACY Estate Planning
- Generational Planning
- Retirement Enrichment Program
Annual Fee (based on Assets Under Management)
- 1.0% < $2 million
- 0.8% $2-5 million
- 0.6% $5-10 million
- 0.4% $10-20 million
- 0.3% $20 million+
Minimum of $30,000/yr.
Core
An ongoing retirement planning relationship designed to bring structure, accountability, and confidence to your financial life-today and as your needs evolve.
What’s Included:
- Ongoing Financial Planning
- Asset Management
- Access To Our Team
- Semi-Annual Review
Annual Fee:
1% of Assets Under Management, Minimum of $10,000/yr