What’s Included
- Tax-Efficient Investment Management
- Retirement Income Plan
- Proactive Retirement tax planning
- Social Security retirement income maximization
- Pension benefit analysis
- Tax Preparation with dedicated tax advisor
- Collaboration with other professionals
Pricing
Assets: $1
Rate: 1.25%
| Asset Under Management | Annual Advisory Fee |
|---|---|
| $0 - $500,000 | 1.25% |
| $500,000 - $2,000,000 | 0.75% |
| $2,000,000 - $5,000,000 | 0.50% |
| $5,000,000 and Above | 0.25% |
