Our Services and Fees

Service Wealth Coaching Wealth Teaming Wealth Counsel
Creation of GamePlan Lite Comprehensive Comprehensive
Utilization of Client Portal Yes Yes Yes
Tax Planning Personal Personal and Business Personal and Business
Personal Retirement Planning Yes Yes Yes
Insurance Planning Personal Personal and Business Personal and Business
Education Planning N/A Yes Yes
Investment Management N/A Yes Yes
Corporate Retirement Plan Planning N/A Limited Comprehensive
Estate and Legacy Planning N/A Yes Yes
Asset Protection Planning N/A Yes Yes
Phone calls Semi-Annual Quarterly On Demand
Meetings 1 Annual Semi-Annual On Demand
Minimum Advisory fee $1,500 $3,500 $7,500
Advisory Fee Schedule(Flat Fee or % of Assets under Management)
Investable Assets Percentage*
$250,000 – $500,000 1.00%
$500,000 – $1,000,000 0.85%
$1,000,000 – $2,000,000 0.70%
$2,000,000 – $3,000,000 0.60%
$3,000,000 and above Negotiable
Flat Fee Amount
Determined by Specific Client Situation Per Agreement

* Strategists fees and costs of investments are in addition to Investment Management Fee. Fee Schedule is tiered.