FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer both financial planning and investment management. The fee for financial planning typically ranges from $2,000 - $3,000. The fee for investment management varies depending on the amount of assets that a client places under our management. The fee ranges from about 1% to 1.5%.
- What education and/or training do you have that relates to your work?
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA)
- What types of customers have you worked with?
Typically, we take clients through a robust financial planning program. This process takes anywhere from 4 to 6 meetings. At the end of the process, we have hopefully fixed/adjusted any financial issues you have, and are steering you in the right direction. From this point, we meet at least annually to review your financial situation.