Some clients prefer to engage our wealth management services in an hourly, flat fee, hybrid, or a subscription based arrangement.  Accommodating our client’s needs means we’ll find the best solution that places our client’s best interest and comfort in the forefront.

Our goal is always to be flexible and understanding of your specific needs. This menu is meant to be a guide but can be modified as needed to best suit your situation. 

 

Needs Analysis (single or package)

Wealth Planning
Essential

Wealth Planning
Robust

Wealth Planning
Comprehensive

Wealth Planning
Life Loyal Signature

Meetings Per Year

1 Analysis Meeting

1 Planning Meeting

2 Planning Meetings

4 Planning Meetings

Personalized Plan

Flat Fee or Hourly

Flat or Hourly Fee +*
$250-$1,000

Annual/Flat Fee+
$1,000-$2,500

Annual/Flat Fee+
$2,500-$4,500

Annual~
$5,000-$10,000

Annual~
$10,000

Hours of financial planning and service bank quarterly*

- 

5

10

15

20+

Investment fee schedule for accounts managed directly

-

Standard

Preferred

Preferred

Preferred

Planning Areas Covered

 

 

 

 

 

Financial Position Statement

-

 

 

 

 

Cash Flow Planning

-

-

-

 

 

Debt Analysis

-

 

 

 

 

Financial Risk Management

-

 

 

 

 

Employment Benefits Review

-

 

 

 

 

Education Planning

-

 

 

 

 

Estate Planning

-

-

 

 

 

Retirement Planning

-

 

 

 

 

Insurance Planning

-

 

 

 

 

Investment Planning

-

 

 

 

 

Special Needs & Dependent Care

-

-

 

 

 

Small Business Retirement

-

-

 

 

 

Tax Planning Coordination (with your tax advisor)

-

-

-

 

 

Executive Compensation

-

-

-

 

 

Entire Suite of Technology Tools (Asset Map, eMoney, Morningstar Direct, Riskalyze, Etc.)
Priority Status & Exclusive Access To Team Members

-

-

-

 

 

Charitable Planning

-

-

-

 

 

Business Succession

-

-

-

 

 

Family CFO Services

-

-

-

-

 

Trust Services

-

-

-

-

 

Complex Scenarios

-

-

-

-

 

 

I'm Interested

I'm Interested

I'm Interested

I'm Interested

I'm Interested

Life Loyal Subscription Services

$50 Monthly

  • Weekly Market Commentary
  • Monthly Investment Forecast
  • Quarterly Financial Webinar
  • Dedicated Advisor For Questions
  • Ongoing Financial Education
  • Discounted Needs Analysis Planning

 

+ Flat fee arrangements typically between $250-$2,500 and will vary based on advisor level & services provided.

* Hourly rate typically between $100-$250 and will vary based on advisor level & services provided.

~ Cost may be offset by assets under management if applicable.

  Planning area included

 Optional planning area available at additional cost