Pricing – Full Service Wealth Management

Wealth Management and Financial Planning

• Starts at 1% of the account value that we’re managing for you using our innovative and tax-sensitive approach to investment management.
• Our fee gets lower as your money grows
• No minimums
• All the time you need with your dedicated financial planning expert to help you at every step of the way.
  • For most clients, this also includes:
    • Tax Preparation
    • Financial Coaching and Behavior Change
    • Estate Document Preparation through Trust and Wills
    • Ongoing Holistic Financial Planning so you know that you’re preparing for your future in the most effective way

If this sounds fair, but you’d still like to learn more, click here to schedule our first appointment or call us at (425) 577-0660.