Deepen Your Roots with Comprehensive Financial Planning and Portfolio Management*

This service offers a comprehensive deep-dive into our clients financial lives with ongoing recurring services and may include discretionary portfolio management (asset management).  

Our goal with this services is to work actively with you throughout the year, continuously deepening your financial roots for a strong foundation to withstand the storms that life often brings us.

The first-year fixed fee for this service can range between $2,500 and $10,000 per year, plus, if elected, a 0.25% asset management fee per year.  The second-year fixed fee is discounted by 20%, therefore will range between $2,000 and $8,000, plus, if elected, a 0.25% per year asset management fee.  The fee may vary and be negotiable based on the nature and complexity and scope of the services needed. The fee will be calculated based on an internal checklist we use to determine the approximate complexity of the questions and the time required to complete the planning engagement.  

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*Portfolio Recommendations and/or Portfolio Management - this may include working with sub-advisors and outside investment managers such as First Ascent Asset Management ($500 per account, $1,000 per household paid by the client) or XY Investment Solutions.