FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge fees in three different ways. Hourly based consulting fee starting at $150/hr. Comprehensive Financial Planning at a fixed rate between $1,000~3,000. This includes 1 overview intro meeting, 1 data gathering meeting, 1 result presentation meeting, 1 follow up meeting to help with implementation. The comprehensive financial planning fee will be returned should a client choose to hire us as an ongoing financial advisor based on AUM fee structure. AUM fee structure with annualized rate between 0.5% ~ 1.0%. We don't receive any compensation from sale of insurance or investment products.
- What is your typical process for working with a new customer?
We offer up to two free consultations either via phone or in person to discover how our firm could help you.
- What education and/or training do you have that relates to your work?
Ujae Kang, CFA, CAIA, ASA, MAAA, co-founder, is an actuary and chartered financial analyst. He is the portfolio manager and chief compliance officer. He has been managing clients' investment portfolios for over 10 years. He holds a Bachelors of Business Administration, Accounting. Sarah Kang, CFP(R), is responsible for client relationships. She has a Masters Degree from Indiana University Bloomington and is a Member of Financial Planning Association of MN. She has helped with investment operations for the last 11 years.