Pricing and Services

The prices you see here are what you will pay us. No commissions, no kickbacks and no financial products to sell. No more feeling anxious if you will be sold a product. This way, we can focus on valuable advice towards your financial goals.

Continuous Financial Overview (CFO)

Our CFO service is set as an ongoing financial planning and investment management relationship to implement a long-term financial blueprint and ensure your goals remain on track. Best suited for individuals or couples/families with an annual gross income of $200,000+.

Starting at $3,000 a year.

  • Four virtual meetings during the year to ensure progress and accountability. Additional meetings as needed.

  • Unlimited email and phone support as needed.

  • Full access to the financial planning software.

  • Ongoing monitoring of your financial health and goals.

  • One-time onboarding fee of $500. This includes building the initial dashboard, organizing and reviewing initial files, and providing a detailed snapshot of your current situation.

The fee switches to Assets Under Management (AUM) once managed assets reach the level of your minimum annual fee. It then follows the blended AUM schedule below:

  • $0 to $500,000: 1%

  • $500,001 to $1,000,000: 0.60%

  • $1,000,001 to $1,500,000: 0.30%

  • >$1,500,001: 0.15%

For example, if AUM = $1,000,000:

  • First $500,000 = $5,000 (1%)

  • Next $500,000 = $3,000 (0.60%)

  • Total blended fee = $8,000 or 0.80%