After the Initial Financial Plan
Your financial plan will be the foundation for our work together. This page discusses options for working with me after your financial plan has been completed.
Once you have a financial plan, the next step is to act upon the recommendations. At this point, there are two paths. One option is to implement the advice yourself. The other option is to use my investment management services to put the plan into action. I'm glad to support you in either path.
Hourly Investment Advice
My hourly services are designed for those who want to manage their own investments, but still want to consult with a CFP® professional for occasional support. Clients who continue to work with me on an hourly basis monitor their own investments and reach out to me when they desire additional advice.
My investment management services are designed for those who want ongoing support to make sure the financial plan is put into action and stays on track. In addition to having me implement and monitor your investment strategy, you also receive periodic updates to your financial plan and broader support.
The fee is based upon a percentage of investment assets.
Investment Management Fee Schedule
|Total Portfolio Value||Annual Advisory Fee*|
$0 to $500,000
|$500,000 to $1,000,000||.90%|
|$1,000,000 to $2,000,000|
|$2,000,000 to $3,000,000||.70%|
|$3,000,000 to $4,000,000||.60%|
|$4,000,000 to $5,000,000||.50%|
|Assets over $5,000,000||.40%|
*Minimum investable assets to qualify for asset management is $500,000