We believe in being fair,
flexible and transparent.
And in delivering value that's worth
far more than what you pay.
Doing so provides flexibility and helps reduce any unnecessary fees. In addition, all of our solutions are priced fairly to give everyone—regardless of their net worth—the opportunity to receive objective advice and planning.
We aren’t in the business of having unhappy clients. We guarantee your satisfaction.
We stand behind what we do. That's why we offer our 100 for 100 money-back guarantee. If at any time during the planning process, you aren’t 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees. Guaranteed.
|Advice & Planning Fees Every client chooses one of our advice and planning solutions. The monthly fee for each solution is discounted by 25% when you choose to implement with us. First payment is due upon initial engagement and there is a commitment period of 12 months.||$49per month||$199 per month||$749 per month|
Fiduciary Investment Services
(Implementation Fees) This service comes at an additional cost and is priced according to the dollar value of the investments we implement on your behalf. Implementation fees are billed quarterly and can be paid directly from your investments. Please note that implementation often involves several components—not just investments. For example, insurance coverage may play an integral role. While we'll help implement these pieces, related expenses aren't included in our advertised implementation fees.
|1.25% of your investment||0.95% of your investment||0.65% of your investment|
|100 for 100 Guarantee We aren't in the business of having unhappy clients. Therefore, if at any time during the planning process you aren't 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees.|
The monthly fee for each solution is discounted by 25% when you choose to implement with us. First payment is due upon initial engagement and there is a commitment period of 12 months.