Michael Mann

Gentian Financial provides one year of ongoing consultation services following the initial financial planning engagement. This includes evaluating the results of actions taken, modifying the plan as needed, and updating recommendations based on changing client circumstances.

• Flat fee financial planning and consulting — Ranging from $250 to $25,000 depending on the complexity of the project, number of investments, and scope of research required. Specific tiered guidelines include up to $2,000 for assets under $100,000; $2,000 to $5,000 for $100,001 to $250,000; $5,000 to $10,000 for $250,001 to $500,000; $10,000 to $15,000 for $500,001 to $750,000; and up to 2% of asset value for portfolios over $750,000.
• Hourly consulting — Ranging from $150 to $300 per hour for specific project needs and customized research.