This empowers you to select the method you are most comfortable with and is appropriate for your needs.
The initial one-hour meeting is provided complimentary as we get to know each other and determine if we are a good fit for your needs.
- If you choose to pay hourly our rate for financial planning and investment advice is $200 per hour.
- If you select an assets under management (AUM) fee our rate is 1% per year (minimum$500) on assets up to $1,000,000. Negotiable for assets above $1,000,000.
- If you select a fixed insurance product that has a built-in commission where we are paid the commission, no additional charges apply for the time associated with that product.
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