Combine Ongoing Financial Planning and Investment Management into one package.
AUM Fee 0.9%-1.25%*
(Recommended Minimum $150,000)All Investment Management, plus:
*tiered fee schedule
AUM Fee 0.7%
(No Mimimum)*MoneyGuidePro portal with initial setup and annual review available on request
Contact Me$300/hr
(2 Hr Mimimum)