Plans & Pricing

LEGACY

Starts at $25,000 annually

Our Legacy clients have full access to our advisors and team as needed.  This is a concierge-level engagement to cover complex family and business relationships.  We are your “on-call” CFO.

  • Unlimited in-person working sessions

  • Custom reporting

  • Engagement with other advisors

  • In-depth estate planning review and advisor

  • Business review and strategy

PREMIER

$5,000 - $10,000 annually

Our Premier clients have full access to our Money planning and account aggregation platform. We will also meet for working sessions to review progress towards objectives.

  • Quarterly reviews virtually and in-person

  • eMoney account aggregation

  • 2 working sessions annually

  • Access to thought leadership and related content

  • Quarterly Investment update video conferences

HERITAGE

$20,000 - $25,000 annually

Heritage clients have full access to our advisors and team as well.  The scope of our oversight is focused on personal and family matters.

  • Unlimited in-person working sessions

  • Custom reporting

  • Estate review and planning with other advisors

  • Regular and periodic virtual working sessions

  • eMoney aggregator and document vault

FOUNDATION

Starts at $2,500 annually

Foundation clients can build out core and structural plans as they begin to build their wealth or review their current roadmap.

  • Quarterly virtual reviews

  • Quarterly investment update video conferences

  • eMoney account aggregation

  • Annual working sessions

  • Scheduled, periodic updates and query sessions

  • Access to thought leadership and related content

A UNIQUE APPROACH: PART SCIENCE & PART CRAFT

Investment management, specifically portfolio management, is a constantly changing discipline. Working together we will craft a financial blueprint to grow, preserve, and transfer your wealth.

Your investment portfolio should be structured to address your specific goals. Different client portfolios can address various goals. Such goals can be risk-based, income-based, total asset-based, and volatility-based.

Capture your big-picture goals.

Recommend strategies that align with your risk tolerance and will put you on track to meeting your goals.

Agree on a blueprint to execute and implement your financial plan at the institution of your choice.

Facilitate that plan and put your money in motion.

Track your plan continuously to ensure you are always on course to meet your goals.