Flat Fee Retainer Model
Ideal for high income earners or those who prefer to self-manage investments
2,750 - 10,000 annually
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Comprehensive and holistic financial planning
Custom deliverables, PDFs, documents, and evaluations
Access to RightCapital software
Investment & portfolio recommendations, but you’ll place trades and handle ongoing management
Fees are based on the complexity of your financial situation: Marital status, number of accounts, investable assets, annual income, real estate holdings, etc.
Assets Under Management (AUM) Model
Ideal for those who want ongoing support with managing their investments
1.00%
<$1M
0.85%
$1M-$3M
0.75%
$3M+
*Based on assets under management (AUM)
*$5,000 minimum fee annually
Comprehensive and holistic financial planning
Custom deliverables, PDFs, documents, and evaluations
Access to RightCapital software
Custom portfolio construction using low-cost ETFs
Ongoing rebalancing and risk management
Tax-loss harvesting and tax-coordinated portfolios
How I Earn My Fees
70%
Planning & coaching
30%
Portfolio Construction & Management
0%
Beating or timing the market
0%
Picking the top investments
0%
Earning commissions, kickbacks, or transaction charges
Let's talk!
Schedule a short, 15-30 minute phone or Zoom meeting to see if we’re a good fit.
I’ll ask you what led you to schedule the meeting, what your concerns are, what questions you have, and what you’re hoping to accomplish by working together.
