Skip to content

Service Packages & Pricing (New)

Choose how you work with us.

Many clients choose to begin with a financial planning package and then add ongoing wealth management to implement recommendations. However you choose to work with us, use these packages as a starting place.

FINANCIAL ORGANIZATION
This package includes:
Review of current financial ecosystem**
Development of Financial Blueprint
Prioritized list of recommendations
Referrals to professionals, as needed
 
 
 
 
 
 
FINANCIAL DESIGN
This package includes:
Review of current financial ecosystem**
Development of Financial Blueprint
Prioritized list of recommendations
Goal discovery and projections
Client login to track progress
Analysis of planning areas**
 
 
 
 
WEALTH MANAGEMENT
Review of current financial ecosystem**
Development of Financial Blueprint
Prioritized list of recommendations
Goal discovery and projections
Client login to track progress
Discretionary investment management
Ongoing client communication and reviews
Tax-aware asset location and Tax-loss harvesting
Client education and market commentary
Required Minimum Distributions (RMDs)
Intelligent rebalancing and diversification

* Plans including Stock Options or Business Ownership may have an additional fee due to added complexity
** Employee Benefits, Tax, Investments, Insurance, Estate Planning, Retirement Planning, College Planning, Cash Flow

AUM/AUA FEES


Assets AUM Fee AUA Fee

Greater than $10,000,000

.50% Annually

.25% Annually

$5,000,000 – $9,999,999

.60% Annually

.30% Annually

$1,000,000 – $4,999,999

.80% Annually

.40% Annually

$500,000 – $999,999

1.00% Annually

.50% Annually

$100,000 – $499,999

1.25% Annually

.625% Annually

AUM: Accounts managed at Charles Schwab & Co, Inc.
AUA: Accounts that need to stay in place (ex. 401(k), 403(b))

 

Ready to Get Started? Contact Us.