FEE ARRANGEMENTS |
- Per project basis, or
- Monthly retainer, or
- Percentage of assets under management
Our fees will depend on the extent and complexity of the services requested, and will be discussed and agreed to, in advance. As an example only:
Services that are normally billed on a flat fee or per-project basis include:
- Charitable Planning
- Estate Planning
- Asset Protection
- Insurance Review and Risk Management
- IRA beneficiary designations/probate avoidance
- Review and advice on 401k asset selection
- Education Planning
Services that are normally billed on a monthly retainer basis include:
- Cash management/debt management
- Income Tax Planning
- Pre and Post Divorce Planning
- Retirement and Life Transition Planning
- Business formation and succession
- Litigation review/analysis
Services that are billed as a percentage of the assets under management are:
- Comprehensive financial planning and investment management tailored within the context of our clients’ long-term risk parameters.
- Investment management (also called portfolio management) includes asset allocation, portfolio diversification, selection of funds and investments, continuous monitoring, and rebalancing of assets when necessary.