Initial Engagements
Initial Consultation	Free
One-Time Risk Analysis	Free

Investment Management & Financial Planning
Investment Only	1%
Investments & On-Going Financial Planning	1.25%
(Percentages tier down as investment assets grow)

One-Time Financial Plan
For Investment Assets <$250,000	$599
For Investment Assets >$250,000	$999
(Half is due at the initiation of work, and half is due at completion. The last half is waived if investment accounts are opened with us.)

Insurance

Insurance products and investment accounts under $5,000 may be commission-based, but will be discussed before purchase.

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