We have a plan for every stage of life!
Premiere
750K +
Client Fee: 1.12%
Comprehensive and Personalized Portfolio Management
- Investment Goals and Objectives Analysis
- Risk Analysis
- Personalized Investment Portfolio
- Semi-Annual Investment Meetings w/ quarterly phone updates
- Tax Efficient Investment Strategies
- Ongoing Asset Allocation Review
- Portfolio Rebalancing
- Beneficiary Review
- Employee Benefits Review
- Client Portal Training
Complimentary Advanced Financial Plan
- Goals and Objectives Review
- Cash Flow and Budgeting
- Retirement Income Planning
- Social Security Timing
- Insurance Review
- Legacy Planning *
- Charitable Giving **
- Education Funding Strategies
- Family Meetings and Financial Education
- Attorney/CPA meetings by request
Executive
250K-750K
Client Fee 1.28%
Comprehensive and Personalized Portfolio Management
- Investment Goals and Objectives Analysis
- Risk Analysis
- Personalized Investment Portfolio
- Semi-Annual Investment Meetings
- Ongoing Asset Allocation Review
- Portfolio Rebalancing
Beneficiary Review
Employee Benefits Review - Client Portal Training
Complimentary Financial Plan
- Goals and Objectives Review
- Cash Flow and Budgeting
- Retirement Income Planning
- Social Security Timing
- Insurance Review
Builder
50k-250k
Client Fee 1.38%
Personalized Portfolio Management
- Goals and Objectives Review
- Risk Analysis
- Model Based Investment Portfolio
- Annual Investment Review Meetings
- Portfolio Rebalancing
- Employee Benefits Review
- Beneficiary Review
- Access to Client Portal
Single Service
Financial Plan Only
- $1500 - $3000 - dependent on complexity
- Annual Plan Review - $300
Cash Flow and Budgeting
- $250 Initial Meeting
- $50/meeting after
* In coordination with a legal professional
** In coordination with a tax professional
Assets under management fee schedule reflective of advisory services offered through My Advice Architect.
Financial Planning & Consulting may be a complimentary no obligation service based on AUM provided to new and existing advisory clients. Financial Planning & Consulting Services is completed through a separate agreement from the Investment Management Services agreement. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.