Fiduciary Retirement Planning and Investment Management for a Flat Fee

You are in or near retirement and want to turn your savings into a tax-efficient income plan that supports your lifestyle, goals and peace of mind.

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Still far away from retirement (10 or more years)? Click here

Who you are:

55 or older
Single or married
Already retired or within 5 years of retirement
Diligent saver with $750,000+ in retirement savings

What you might be thinking:

“Do I have enough saved?”
“Will my money last through retirement?”
“When should I start Social Security?”
“How do I invest my retirement funds?”
“How do I turn my investments into an ongoing paycheck in a tax-efficient manner?”

How we help:

We cover, but are not limited to:

✅ Retirement income planning
✅ Social Security timing strategy
✅ Tax planning strategies
✅ Investment management
✅ RMD and distribution strategies
✅ Legacy planning support
✅ And more… See our Financial Planning Process

Featured In:

Our Fee

We charge an annual Flat Fee based on the schedule below

The Flat Fee includes both Financial Planning and Investment Management

The Flat Fee can be paid from your investment accounts, just like the traditional percentage AUM model*. You can also pay via ACH or credit card.

  
        Assets Managed
        Our Annual Fee
      
          Flat Fee Tiers
        
        $750K – $1.5M
        $7,500
      
        $1.5M – $2.5M
        $9,000
      
        $2.5M – $3.5M
        $11,000
      
        $3.5M – $5M
        $13,000
      
        $5M+
        Custom Quote

Assets Managed	Our Annual Fee
Flat Fee Tiers
$750K – $1.5M	$7,500
$1.5M – $2.5M	$9,000
$2.5M – $3.5M	$11,000
$3.5M – $5M	$13,000
$5M+	Custom Quote

The fee listed above is annualized, billed monthly, and reviewed annually. The fee is based on typical complexity. Additional complexity may require a custom quote.

* Provided the fee does not exceed 2% of assets under management.

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A Flat Fee model can result in significant fee savings over your lifetime compared to the traditional Assets Under Management (AUM) model.

    
          Portfolio
          0.85%
          1.00%
          1.25%
          Our Fee
        
          $500K$4,250$5,000$6,250
          $7,500
        
          $750K$6,375$7,500$9,375
          $7,500
        
          $1M$8,500$10,000$12,500
          $7,500
        
          $1.5M$12,750$15,000$18,750
          $9,000
        
          $2M$17,000$20,000$25,000
          $9,000
        
          $2.5M$21,250$25,000$31,250
          $11,000
        
          $3M$25,500$30,000$37,500
          $11,000
        
          $4M$34,000$40,000$50,000
          $13,000
        
    For illustration only. Each figure applies the stated percentage to the full portfolio value and does not represent the fees of any specific firm. Advisory fees vary widely, and some firms use tiered schedules that reduce the effective rate as assets grow. At lower asset levels, a percentage-based fee may be lower than our flat fee. Our fee does not include underlying fund expenses, custodian fees, or trading costs.

Portfolio	0.85%	1.00%	1.25%	Our Fee
$500K	$4,250	$5,000	$6,250	$7,500
$750K	$6,375	$7,500	$9,375	$7,500
$1M	$8,500	$10,000	$12,500	$7,500
$1.5M	$12,750	$15,000	$18,750	$9,000
$2M	$17,000	$20,000	$25,000	$9,000
$2.5M	$21,250	$25,000	$31,250	$11,000
$3M	$25,500	$30,000	$37,500	$11,000
$4M	$34,000	$40,000	$50,000	$13,000