OUR OFFERINGS & SERVICES
Investment management includes comprehensive financial planning, ongoing personal finance support and advisory and collaboration with tax, insurance and estate planning professionals. We offer several investment models: Custom, Socially Responsible, ETF/Passive. Each investment model is designed to suit what’s best for you, your tax situation, and your goals & values in life.
INTERNATIONAL PLANNING & ADVICE
We specialize in working with international situations, where individuals and families may hold assets in multiple countries or be moving in or out of the USA. We work with skilled CPAs and additional financial planning firms in other countries, or specialized in certain regions, to help provide optimal solutions for clients. With experience advising on international personal finance, we are well-positioned to help you avoid global investing pitfalls.
If you are searching for broader guidance for your financial life, or aren’t sure where you want to start first, our financial planning services might be right for you. We offer Financial Planning services for a fixed fee. We work together to find the goals & appropriate guidance that work for you.
PRICING OPTIONS: HOW DO WE CHARGE?
Comprehensive Financial Plan
• Typical complexity, $4500 for an individual, $5000 for married couple
Ongoing Financial Planning
• Typical complexity, $5500 to $7000 per year
• 1% fee for first 1 million of assets under management
• Fee declines following the first million