1 Daniel Burnham Court
We deliver on this engagement in 90 days or less
For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge planning fees ranging from $3,000 to $10,000 based on your needs. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $3,000 for project-based engagements.
This fee does not include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.
Please note that the below meeting structure is just an example. Meeting topics and frequency will be adjusted based on your specific situation.