-
One-Time Financial Plan and Portfolio Analysis
This plan is for anyone comfortable managing things on their own but is looking for financial peace of mind knowing they are on track to retire when they desire and want to know if they are in the right investments for their stage of life and risk tolerance.
This a one-time engagement. You will receive a comprehensive financial plan showing your probability score and portfolio analysis showing a GPA rating score of your investment portfolio powered by Nitrogen Wealth.
This service does not include specific investment recommendations.
-
Hourly Fee Based Upon Level of Need
My fee as a Senior Wealth Advisor and Founder is $450 per hour. This is designed for individuals comfortable managing things on their own but want a smart plan to build their wealth more effectively, make the right decisions at their stage of life, and or know that their financial plan is solid.
Level 1- Approx. 5 hours - Wealth Decisions Plan
Level 2- Approx. 10 hours - Wealth Decisions Plan, Portfolio Analysis, and Investment Recommendations.
Level 3- Approx 15-20 hours- Wealth Decisions Plan, Portfolio Analysis, Investment Recommendations, and Comprehensive Financial Plan.
-
Ongoing Financial Planning and Wealth Management with One Simple Monthly Advisory Fee
This is the most common arrangement I have with clients. The advisory fee is based upon assets under management. Whatever level you fall into, is the fee you will be charged. No confusing tier-based schedule.
The advisory fee covers ongoing financial planning, investment management, and important wealth decisions you will need to make over your financial life.
Learn more about what it looks like to hire me as your fiduciary financial advisor by clicking on the link below.
Fiduciary Advice. Planning First Wealth Management. One Simple Fee.
Our advisory fees cover wealth management and financial planning and all the important wealth decisions you will make on your financial journey.
Our fee schedule is non-tiered, meaning that if you fall into the asset range, that is your fee. You won’t have to figure out what your actual fee is by calculating your advisory fee on the first $500,000 and then on the next tier, etc.
Our advisory fees are taken out in advance and billed monthly.