Financial Planning
In our financial planning and investment management, we use a process similar to that of an architect. As Financial Architects, we:
- Identify and clarify your goals.
- Review your taxes, retirement and estate plans, insurance coverage, etc.
- Create a plan – a Financial Blueprint – for achieving those goals.
Typical comprehensive financial planning engagements are $5,000 but may be more (or occasionally less) depending on the complexity of the situation.
Wealth Management
With the financial blueprint created, we help you build and maintain the financial structure on an ongoing basis by:
- Managing your investments.
- Monitoring, updating, and making changes to the original Financial Blueprint to remain in accordance with your goals.
- Working with your CPA, attorney, insurance agent, or other appropriate professionals to address any weaknesses uncovered in the review.
Our wealth management fees are graduated as follows:
| First $2,000,000 | 1.00% |
| Thereafter | 0.50% |
Note: We generally do not accept new clients with less than $2,000,000 for wealth management.