Tittmann & Rusch offers financial planning services to business executives, focusing on wealth accumulation and preservation. They analyze corporate benefits, model personal finances, and provide investment planning. They also review insurance, plan for retirement income, and analyze estate documents. They assist with implementation and coordinate with other advisors, but do not sell products or offer continuous asset management.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Tittmann & Rusch offers comprehensive financial planning for a fixed fee ranging from $2,500 to $20,000, based on the complexity of the client's financial situation. One-off projects for existing clients may be billed at an hourly rate of $400 per hour. Clients can negotiate the fee and hourly rate.
One-Time Plan:$2,500 - $20,000
Hourly Rate:$400/hr
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