Flat Fee Financial Planning

For your personalized Wealth Plan, our fee is $6,000

Our Focus Areas:

- Net Worth Statement
- Initial Portfolio review
- Budgeting and Cash Flow Planning
- Debt Analysis and Strategies
- Employee Benefits Optimization
- Retirement and Long Term Planning
- Basic Estate Planning
- Risk Management
- Basic Tax Planning
- Bitcoin Custody
- Financial Goals and Values Setting

Separately Managed Accounts

We offer discretionary investment management for clients who wish to have us steward their portfolios.

- Focused, fundamental oriented portfolios
- Utilizing Individual Stocks, ETFs, and Mutual Funds
- Advanced tax-saving strategies
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Minimum investment: $250,000

Fee Schedule:

First $200,000 - 1.5%
$200,000-$5,000,000 - 0.5%
Above $5,000,000 - Negotiable