PRICING

We work with our clients in an ongoing capacity, because the better we know you, the better advice we can give

Individuals

Pricing starts at $2,500

PER QUARTER

(Annual retainer, billed quarterly)

Couples/Partners

Pricing starts at $3,000

PER QUARTER

(Annual retainer, billed quarterly)

Planning and Investment Management in One

Clients with less than $1,000,000 in assets managed by us receive Investment Management services at no additional cost.

ACCOUNT VALUEANNUAL ADVISORY FEE
$0 – $1,000,0001.00%
$1,000,001 – $3,000,0000.75%
$3,000,001 – $5,000,0000.60%
$5,000,001 – $10,000,0000.50%
$10,000,001 and AboveNegotiable

Want to slip out of your Golden Handcuffs and plan for financial independence?

It all starts with a conversation. Book a call with our CEO, Christine
Book a Simplicity session