You want a comprehensive financial planner and wealth manager. As a platinum client, you will receive regular communication and meetings to evaluate progress in addition to your complete financial plan and strategic wealth management.

- Assets Under Management fees range from 0.75% for accounts over $2,000,000 to 1.25% for accounts under $750,000

- Financial Planning fees range from $500 to $3,000 depending upon planning complexity

You are nearing retirement and need financial planning analysis. You may be interested in wealth management, but planning is your primary objective. A Gold client is most likely going to pay a higher financial planning fee and defer strategic asset management.

- Assets Under Management fees range from 0.75% for accounts over $2,000,000 to 1.25% for accounts under $750,000

- Financial Planning fees range from $500 to $3,000 depending upon planning complexity

You are likely in the wealth creating stage of your financial life and need some guidance. A Silver client likely does not have significant investment assets built up yet or have a long time horizon till retirement. Most people in this stage will pay an hourly fee for comprehensive financial planning.

- Hourly financial planning fees cost $250/hour