Health and Wealth

Advisory Fee Structure

Our fee structure is designed to be fair and transparent. For more information on the rules and requirements of our fee structure, please see Item 5 of this disclosure document.

Investment Management

Investment management includes:

  • Assessment of risk tolerance.
  • Determination of appropriate asset allocation.
  • Choosing investment managers.
  • Account(s) monitoring.
  • Communication of performance.
  • Making changes as appropriate.

Fee: 1% of assets under management.

*Nominal fees by the custodian may apply. Applicable fees assessed quarterly.

Financial Planning

Financial Planning includes:

  • Income Tax Planning
  • Protection Planning
  • Financial Position Analysis
  • Investment Planning
  • Retirement Planning
  • Estate and Legacy Planning

Fee Formula:

  • 0.25% x assets
  • 0.1% x liabilities
  • 0.25% x income
  • 0.25% x expenses

*Investment Management clients are not subject to Financial Planning fees; Financial Planning is part of their service package.

Financial Consulting

  • Identify your nature and natural relationship with money.
  • Identify your financial level, state, role, and stage.
  • Create a customized map to reach your near-term and long-term financial goals.

Fee: $250.00 per hour, assessed at time of service.