Hourly Rates and Retainer Fees
For those not looking for Investment Advisory Services or that don't meet our account minimums, we offer hourly rates and retainer fees for comprehensive financial planning and investment advisory services.
Open Retainer Fee:
Fees range from $1,500 and $25,000 annually depending on complexity, service and time commitment and are payable quarterly at the beginning of our agreement.
Fees range from $150 to $500 per hour depending on level of complexity and service needed.
See our ADV for more details