Goat Rocks Wilderness, WA
Option A: Ongoing financial life planning with investment management
Quarterly fixed fee: $875-$1,500
Quarterly investment management fee based on assets under management and the following (annualized) fee schedule:
First $500,000: 0.30%
Next $500,000: 0.24%
Next $1,000,000: 0.18%
Above $2,000,000: 0.12%
Fixed fee portion of payment could be as high as $2,000/quarter. Additional investment management fee schedules may apply, based on each client's unique financial profile. All fees will be evaluated (and updated if needed) each year at annual review time.
Option B: Ongoing financial life planning without investment management
Quarterly fixed fee: $1,000-$2,000
Minimum engagement is one year (4 quarterly payments). Fee will be evaluated (and updated if needed) each year at annual review time.
Option C: One-at-a-time financial life planning
Payment is made by initial deposit of $1,200 with the remaining amount due at the end of the engagement. Fees for subsequent engagements will be determined in the same manner as for initial engagement, using my current fee structure at that time.
Option D: Single two-hour real-time financial advising meeting
I will answer as many of your questions as possible in the two-hour meeting. I will not do any analysis, research, or planning outside of the meeting. Payment is due after the meeting.