Working with Marcos
Although I don’t have a specific minimum, I believe that we are set to work with clients whose finances are complex, allowing us to prove our value. This work is like a ministry and we feel that we should create ways to support people in every part of life. We have a variety of ways we can support an individual seeking planning.
Please reach out to us to schedule a call. Our consultation is complimentary and will give us a better sense of perspective for your needs. From there, we can map a solution to accomplish your goals.
Working with Kris
Most of the clients I serve desire that we provide investment portfolio management and comprehensive financial planning for goals like retirement, estate, or tax planning*. To accommodate these needs, we service clients in one of two ways:
- Clients who wish to delegate investment management to us will follow a fee schedule for the Advisory Program
- For households under $250,000: 1.25%
- For households between $250,000-$2,000,000: 1%
- For households over $2,000,000: .8%
- Clients who choose to hold assets elsewhere can pay a monthly fee for advice and planning. This adjusts based on needs, complexity in circumstances, and goals for ongoing support.
We may adjust these fees to support the children of current clients as they navigate their financial journey, and occasionally offer our services pro bono to non-profits and single parents.
Because we are experienced financial advisors and CFPs, we strive to bring tremendous value to our clients. However, we also know that value is based on perception. Because we know our services can become costly, we will be the first to let you know if we think we cannot deliver the value you deserve.
*In coordination with a legal or tax professionals
*Financial Planning & Consulting Services is completed through a separate agreement from the Investment Management Services agreement. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.
