Service Model Update
Our Service Model for Household Clients Today
Financial Planning
Charged at 0.25% of Net Worth
Includes:
- Business Planning
- Cash Flow & Debt Management
- College Savings
- Employee Benefits Optimization
- Estate Planning
- Financial Goal Planning
- Insurance & Risk Management
- Investment Analysis
- Retirement Planning
- Tax Planning
- Divorce Planning
Investment Management
Charged at 1.00% of Managed Investments
Includes:
- Daily Monitoring
- Investment Selection
- Rebalancing
- Tax Loss Harvesting
- Performance Reporting
- Tax Arbitrage
- Cash Management
Our Service Model for Household Clients in 2023
See if You Should Change to the New Model
Liquid Assets
Examples:
- Cash, Checking, Savings, Money Market Accounts, & CDs
- Stocks, Bonds, Mutual Funds, & ETFs
- 401(a), 401(k), 403(b), 457(b) Plans
- IRA & Roth IRA Accounts
- Brokerage Accounts
Non-Liquid Assets
Examples:
- Your Home
- Cars
- Rental Properties
- Vacation Properties
- Collections & Collectibles such as coins, art, and stamps
Debts & Liabilities
Examples:
- Mortgage
- Student Loans
- Personal Loans
- Auto Loans
- Credit Cards
Should You Change Service Models?
Yes
You would pay less under our new service model than our legacy service model.
Schedule a consult to change to the new service model.
Schedule Now
Maybe Not Now
You would pay more under our new service model than our legacy service model, so it may not be the right time to change service models.
If you would like to discuss it with us, you can schedule a consultation.
Schedule Now