*Bespoke structures will be evaluated on a case-by-case basis*
Financial Planning Fee
Creating a financial plan is something that everyone should do. My planning philosophy consists of an in-depth review of your financial situation and recommendations specific to your goals/concerns. You will receive a detailed summary of:
- Tax returns
- Your employer benefits
- Investment accounts
- Estate document
- Insurances
At the end of the process, you will have a 1-page visual representation of your financial situation that is easy to understand and action steps that you can take to improve your current situation.
Ongoing Planning and What to Expect
If you decided to onboard as a client and work with me ongoing you can expect:
- Communication with your other professional team members
- Communication on events that could affect you
- Updates to portfolios as your life changes
- Year-end tax planning
- Yearly asset-map update
- Action steps update
- Discretionary asset management
- Online account access
Asset Management Fees
| Portfolio Value | Management Fees |
|---|---|
| 0-1 million | 1.0% |
| 1-2 million | 0.8% |
| 2-5 million | 0.6% |