PRICING & FEES
From Investments to Comprehensive Management.
A PERSONALIZED APPROACH.
COMPREHENSIVE FINANCIAL PLANNING WITH INVESTMENT MANAGEMENT.
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Starting at $4,500 per year.
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Starting at $6,500 per year.
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Starting at $10,000 per year.
*Fee may vary based on complexity of management.
CERTIFIED PROFESSIONAL MANAGEMENT.
INVESTMENTS: ASSETS UNDER MANAGEMENT FEE SCHEDULE
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Maximum Annual Rate: 1.2%
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Maximum Annual Rate: 1.0%
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Maximum Annual Rate: 0.8%
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Maximum Annual Rate: 0.6%
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Maximum Annual Rate: Negotiable
*Fee may vary based on complexity of management.