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Services and Costs

We start by asking what questions you have. We'll listen, explain what we can do, and give you a quote for our services.

There are three ways to pay. You can have a consultation for an hourly rate, you can have an analysis for a flat fee, or you can ask us to do ongoing comprehensive financial planning and investment management for a percentage fee.

The hourly rate is $150. An hourly rate is most often used when a person has a single topic they want to discuss.

Flat fee consultations necessitate at least two meetings. The first meeting is to gather information. The second is to deliver insights and recommendations. It takes a week or two between meetings to read documents, create analysis, and prepare recommendations.

Ongoing comprehensive financial planning and investment management can only be provided to those who place their investment accounts under our management. The percentage rate of the fee depends on the complexity of each client's situation. It can range from 0.5% to 2.5% per year.

Call us and well help you figure out what makes sense for your situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  801-984-8066   |  801-984-6724