Pricing
Delegated portfolio management, retirement planning, and financial planning for tech-savvy pre-retirees (gen X) and recent retirees (young boomers)
"The bitterness of poor quality remains long after the sweetness of low price is forgotten." --Benjamin Franklin
My services are most cost-effective for households with $2.0 million or more of investable assets (ie, IRAs, brokerage accounts, bank cash balances, and/or rollover-eligible employer retirement plans).
Initial (one-time) planning fee: $2,500 - $4,000
| Fee% | Tier | Managed Assets |
|---|---|---|
| 1.00% | First $1 million | $0 to $1,000,000 |
| 0.85% | Next $2 million | $1,000,001 to $3,000,000 |
| 0.70% | Next $3 million | $3,000,001 to $6,000,000 |
| 0.55% | Amounts > $6 million | $6,000,001+ |
The above fee is subject to a quarterly minimum of $2,732 (increases 3% annually on Jan. 1). This is a minimum, not an additional fee.
Our partnership together will include fully delegated, ongoing investment management as well as financial planning analysis and advice (as applicable):
- Asset allocation, fund recommendations, employer retirement plan accounts, taxable and tax-deferred accounts, tax-efficient withdrawals.
- Risk tolerance evaluation and discussion
- Retirement and goal scenario analysis
- Defined benefit pension planning
- Social Security planning and strategy
- Life insurance needs analysis
- Education funding analysis
- Deferred compensation, stock options, non-qualified plan advice
- General financial planning discussion
Become a client
After you investigate other advisers and do your own due diligence, please complete this short pre-planning profile and I will contact you promptly for an initial conversation.