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