Flat Fee Financial Planning
For your personalized Wealth Plan, our fee is $6,000
Our Focus Areas:
- Net Worth Statement
- Initial Portfolio review
- Budgeting and Cash Flow Planning
- Debt Analysis and Strategies
- Employee Benefits Optimization
- Retirement and Long Term Planning
- Basic Estate Planning
- Risk Management
- Basic Tax Planning
- Bitcoin Custody
- Financial Goals and Values Setting
Separately Managed Accounts
We offer discretionary investment management for clients who wish to have us steward their portfolios.
- Focused, fundamental oriented portfolios
- Utilizing Individual Stocks, ETFs, and Mutual Funds
- Advanced tax-saving strategies
Minimum investment: $250,000
Fee Schedule:
First $200,000 - 1.5%
$200,000-$5,000,000 - 0.5%
Above $5,000,000 - Negotiable