Blueprint
A one-time comprehensive retirement plan that helps you understand where you are, where you’re going, and what to do next.
One-time fee of $7,000
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
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 Management Service
- 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.
*Our LEGACY program provides guided estate planning support through our partnered attorney, with Zynergy covering up to $1,500/yr. of the costs of document preparation.
**Generational Planning extends our Core service to members’ children at no additional cost, with assets combined for breakpoint pricing advantages.
Tax Services
Tax Management
Annual Fee:
$1200
What’s Included:
- Tax Prep Planning
- Tax Preparation
- Tax Payment Management
- Audit Defense
- Ongoing CPA Access
- Rental Property (1)
- Small Business (1)
Add-Ons
- Small Business ($200 – $600) defined as less than 10 employees and filed on Schedule C
- Rental Property – $200 per property
- Casualty Loss – $300
- Partnership – $600
- Trust – $600
- Additional States (beyond 2) – $200 per state
- Dependent’s Child’s Return – $200
- Admin Work – $80 per hour (i.e. Organizing receipts, etc.)