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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
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