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)
*Tax Prep Planning includes tax preparation support, such as reviewing withholdings and estimated tax payments throughout the year to help ensure your refund or tax liability is in line with expectations. Proactive tax planning is addressed through our financial planning services.
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.)