Financial Planning & Investment Advisory Services
 

Comprehensive Financial Planning & Investment Advisory

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0.75% of Managed Investments, Annually

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• For example, fees for $100,000 in Managed Investments are $750 per year ($100,000 x 0.75%)

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• Covers all Financial Planning (see Financial Planning section for more information)

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• Includes Personalized Investment Selection, incorporating your personal values (see Investments section for more information)

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Fixed Fee Arrangements

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We will endeavor to work with all those that seek out our services. Fees are based on services requested, to be agreed in advance.

(fee minimum of $75 per month)