SERVICE COMPARISON
PERSONAL COMPREHENSIVE FINANCIAL
PLANNING
BUSINESS
FINANCIAL
MODELING & ANALYSIS
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
One year, renewable annually
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.
Unlimited access to advisor via phone, email and virtual conferencing.
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%
Optional add on for future touch base meetings and model refreshes