Fee Based Services
Some clients prefer to engage our wealth management services in an hourly, flat fee, hybrid, or a subscription based arrangement. Accommodating our client’s needs means we’ll find the potential strategy that places our client’s best interest and preferences at the forefront.
Our goal is always to be flexible and understanding of your specific needs. This menu is meant to be a guide but can be modified as needed to best suit your situation.
For definitions of our planning areas, see our Glossary
+ Flat fee arrangements will vary based on financial professional level & services provided.
~ Cost may be offset by assets placed under management if applicable.
Planning area included
Optional planning area available at additional cost
