Altiora

 

FLAT FEE PRICING

We offer services on a flat fee basis. Portfolio size is not part of the pricing equation.

Retainer Engagements - Annual Fee*

  • Personal CFO: $10,000 to $50,000
  • Investment Management: $6,000 to $10,000
  • Income Tax: $1,500 to $6,000

*Typical fee range depending on complexity and/or customization.

Initial Planning - One-Time Fee

  • Investment Plan: $1,500
  • Income Tax Plan: $1,500
  • Financial Plan: $3,000
  • Comprehensive Investment, Tax, and Financial Plan: $5,000
 
 
 

Altiora Group, LLC | 5947 Deerfield Boulevard, Suite 202 | Mason, OH 45040 | Phone: (513) 834-8056 | Fax: (877) 523-7005

Copyright © Altiora Group, LLC. All Rights Reserved. Legal