Services

Initial consultation
 
No charge

 
Hourly
 
$125.00 hourly: Review documents, financial and estate plan discussions or mediate financial decisions. Retirement decumulation planning.

 
Assets Under Management Annual Fee
 
$25,000.00 - $500,000.00         1.00%

$500,000.01 - $1,000,000.00    0.75%

$1,000,000.01 +                        0.50%.