7829 Center Blvd SE
Assets under our management greater than $500,000 ,your annual fee is $5100. Typically the more assets you have under management the more you pay in fees. Not with us. Click the Learn More button below to discover the true impact fees have on your portfolio.
We realize that there are folks that have not accumulated $500,000 in investable assets so we offer an a' la carte options.
Holistic Financial Planning- $250 per hour
Professional Portfolio Management- 0.75% annual fee for Assets Under Management.
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