SERVICE COMPARISON

PERSONAL COMPREHENSIVE  FINANCIAL

PLANNING

What it is

Full financial plan covering seven main areas of personal financial planning

Time Period

One year, renewable annually

Advisor

Access

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

Pricing

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

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Upfront charge of $2,500

Other

TARGETED

ADVICE

INVESTMENT 

MANAGEMENT

BUSINESS

FINANCIAL

MODELING & ANALYSIS

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

Advice on a single topic of your choice

Portfolio allocation, rebalancing, and tax loss harvesting

Generally 2-4 weeks

Generally 2-4 weeks

One year, renewable annually

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.

One-time fixed fee of $400 to $2,500 

depending on complexity

One-time fixed fee of $500 to $1,500 

depending on complexity

Annual fee billed quarterly  in arrears based on market value

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$0 - $500K           0.50%

$500K - $1M        0.75%

$1M and Above   1.00%

Optional add on for future touch base meetings and model refreshes