|Meetings Per Year||One||Three||Unlimited||Phone and Email Support||Unlimited||Unlimited||Unlimited|
|Real Time Goal Tracking|
|Planning Level of Complexity||Low||Medium||High|
|Concierge Follow Through|
|One-time Enrollment Fee||$500||$1,000||$1,500|
|Ongoing Monthly Fee||$150||$250||$400|
|ASSETS UNDER MANAGEMENT||ADVISORY FEE|
|$0 – $250,000||0.65%|
|$250,001 – $500,000||0.50%|
|$500,001 – $1,000,000||0.40%|
|$1,000,001 – $5,000,000||0.30%|
If all you need is advice on one or two specific topics, I can work with you on an hourly basis at the rate of $200/hour. If you think this is the best route for you, I’ll provide you with an estimated amount of time the engagement will last so there’s no worry that I’m billing you while updating my Twitter feed.
To see if we are a good match, I offer a free 30-minute meeting via Google Meet so we can video conference face to face. If you aren’t able to video conference, we can always do it over the phone.