How much are our fees?
Most clients work with us on an ongoing basis where we provide family office or wealth management services, which encompass a broad spectrum of financial planning services. These may include Investment Management Services, Tax Planning, Estate Planning, Philanthropic Planning, Retirement Planning, Risk Management and Family Legacy Planning. Fees charged are a percentage of assets under management and arebased on the amount of assets under management and specific services requested.
We can also work on a one time project basis, such as a retirement or financial plan and this is usually a flat fee once we understand the scope of the work involved. You will be quoted a fee prior to starting any work.
Most clients work with us on an ongoing basis where we provide family office or wealth management services, which encompass a broad spectrum of financial planning services. These may include Investment Management Services, Tax Planning, Estate Planning, Philanthropic Planning, Retirement Planning, Risk Management and Family Legacy Planning. Fees charged are a percentage of assets under management and arebased on the amount of assets under management and specific services requested.
We can also work on a one time project basis, such as a retirement or financial plan and this is usually a flat fee once we understand the scope of the work involved. You will be quoted a fee prior to starting any work.