Fiduciary Retirement Planning and Investment Management for one Flat Fee

You are in or near retirement and want to turn your savings into a tax-efficient income plan that supports your lifestyle, goals and peace of mind.

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Who you are:

55 or older
Single or married
Already retired or within 5 years of retirement
Have $750,000+ in retirement savings

What you might be thinking:

“Do I have enough saved?”
“Will my money last through retirement?”
“When should I start Social Security?”
“How do I invest my retirement funds?”
“How do I turn my investments into an ongoing paycheck in a tax-efficient manner?”

How we help:

We cover, but are not limited to:

✅ Retirement income planning
✅ Social Security timing strategy
✅ Tax planning strategies
✅ Investment management
✅ RMD and distribution strategies
✅ Legacy planning support
✅ And more… See our Financial Planning Process

Featured In:

Our Fee

We charge an annual Flat Fee of $7,500

The Flat Fee includes both Financial Planning and Investment Management

The annual flat fee is paid monthly ($625 a month)

Fees can be paid via ACH, credit card, or directly from managed investment accounts, provided they do not exceed 2% of assets under management

The fee listed above is annualized and billed monthly. The fee is based on typical complexity. Additional complexity may require a custom quote. AUM above $6M will require a custom quote.

The Flat Fee is expected to be adjusted periodically based on inflation, as measured by CPI-U.

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A Flat Fee model can result in significant fee savings over your lifetime compared to the traditional Assets Under Management (AUM) model.

    
          Portfolio
          0.85%
          1.00%
          1.25%
          Our Fee
        
          $500K$4,250$5,000$6,250
          $7,500
        
          $750K$6,375$7,500$9,375
          $7,500
        
          $1M$8,500$10,000$12,500
          $7,500
        
          $1.5M$12,750$15,000$18,750
          $7,500
        
          $2M$17,000$20,000$25,000
          $7,500
        
          $2.5M$21,250$25,000$31,250
          $7,500
        
          $3M$25,500$30,000$37,500
          $7,500
        
          $4M$34,000$40,000$50,000
          $7,500
        
    For illustration only. Each figure applies the stated percentage to the full portfolio value and does not represent the fees of any specific firm. Advisory fees vary widely, and some firms use tiered schedules that reduce the effective rate as assets grow. At lower asset levels, a percentage-based fee may be lower than our flat fee. Our fee does not include underlying fund expenses, custodian fees, or trading costs.

Portfolio	0.85%	1.00%	1.25%	Our Fee
$500K	$4,250	$5,000	$6,250	$7,500
$750K	$6,375	$7,500	$9,375	$7,500
$1M	$8,500	$10,000	$12,500	$7,500
$1.5M	$12,750	$15,000	$18,750	$7,500
$2M	$17,000	$20,000	$25,000	$7,500
$2.5M	$21,250	$25,000	$31,250	$7,500
$3M	$25,500	$30,000	$37,500	$7,500
$4M	$34,000	$40,000	$50,000	$7,500