We are a firm that strives to facilitate multi-generational financial planning. We have clients that range from college-age with their first ROTH IRA’s to retirement and everyone in between. We take pride in having multiple generations among our clients along with single professionals and non-profit organizations. Our strengths include customer service, client satisfaction and the ability to help everyone regardless of where they are in their financial timeline.
Our fees are prorated and paid quarterly, in arrears, based upon the average daily balance of the account for the quarter being billed. Our fees are considered “wrap fees”- meaning the client does not pay a transaction fee for executed trades, we do. We have separate hourly fees for consulting and a one-time set up fee for 529 plans. These plans are not charged quarterly but are maintained as a courtesy to our existing clients.
Per our ADVII our suggested minimum is $50,000 and can be funded by a single account or multiple accounts. However, we have the right to waive that minimum on a per client basis. Our desire to help people begin their journey towards their financial goals is far more important to us than requiring a minimum!