For our clients with over $500,000 of investable assets, we provide a comprehensive analysis and financial plan that includes portfolio management. Our fee for this wealth management service is tiered based on the amount of assets we manage.
|Service Level||Advisor Clients (Gold)||Advisor Clients (Platinum)||Wealth Management Clients|
|Invested Assets||$100,001 - $500,000||$500,001 - $1,000,000||> $1,000,000|
|Financial Planning Fees||Initial $2,000, plus $100/monthly||Included||Included|
|Tax preparation||Available||Included($300/year credit for personal taxes)||Included ($700/year credit for personal taxes )|
|Planned Meeting Frequency||2x 1 hr meeting/yr||2x 90 minutes meetings/yr||4x 90 minutes meetings/yr|
|Ad Hoc Meeting Frequency**||2 meetings/yr||4 meeting /year|
|Cash Flow Analysis||Y||Y||Y|
|Complete Account Aggregation & Net Worth Analysis||Y||Y||Y|
|Individual Risk Tolerance Analysis||Y||Y||Y|
|Portfolio Optimization and Management*||Y||Y||Y|
|Annual Financial Plan Update Meeting||Y||Y||Y|
|Insurance Audit/Needs Analysis||Y||Y||Y|
|529 Plan and Coverdell Planning||Y||Y||Y|
|Retirement Income Distribution Planning||Y||Y||Y|
|401k Plan Review Upon Request||Y||Y|
|Advice on Outside Accounts*||Y||Y|
|Tax Planning( Income Tax Reduction Strategies)||Available||Available||$700 Credit|
|Roth Conversion Analysis||Y||Y|
|Quarterly Net Worth & Income Analysis||Y||Y|
|Last Three Year 1040 Income Tax Review||Available||Y|
|Rental House Property Gain and Loss and Tax Saving Analysis||Available (up to $300/year credit for analysis)||Y|
|Highly Concentrated Stock Management||Y|
|Annual Tax Harvesting Strategies||Y|
|Charitable Giving Strategies||Y|
|Alternative Investment Strategies||Y|
|Family Succession Plan||Additional Fee|
* Additional fee may apply
** Ad Hoc Meeting: Additional fee may apply for complex issues
All additional services can be purchased based on consulting fee rate
Find out how we can serve you! Call (914) 220-5497 or request a free consultation.
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