SERVICE COMPARISON

PERSONAL COMPREHENSIVE  FINANCIAL

PLANNING

TARGETED

ADVICE

INVESTMENT 

MANAGEMENT

BUSINESS

FINANCIAL

MODELING & ANALYSIS

What it is

Full financial plan covering seven main areas of personal financial planning

Advice on a single topic of your choice

High-quality financial modeling geared towards startups and small business owners with minimal finance experience

Portfolio allocation, rebalancing, and tax loss harvesting

Time Period

One year, renewable annually

Generally 2-4 weeks

Generally 2-4 weeks

One year, renewable annually

Advisor

Access

Unlimited access to advisor via phone, email and virtual conferencing.

Unlimited access to advisor via phone, email and virtual conferencing.

Unlimited access to advisor via phone, email and virtual conferencing.

Unlimited access to advisor via phone, email and virtual conferencing.

Pricing

Annual fee billed monthly in arrears at $200/mo to $500/mo, depending on complexity

​

Upfront charge of $2,500

One-time fixed fee of $500 to $1,500 

depending on complexity

One-time fixed fee of $400 to $2,500 

depending on complexity

Annual fee billed quarterly in arrears based on market value

​

$0 - $500K           1.00%

$500K - $1M         0.75%

$1M and Above     0.50%

Other

Optional add on for future touch base meetings and model refreshes