Wealth Management Institute offers financial planning and consulting services tailored to individual client needs. These services include defining financial goals, investment review, risk management, tax-related issues, education funding, legacy planning, retirement planning, and business owner tax issues. The firm utilizes the Creative Income Strategy™ and LEAP SystemTM. They do not manage individual portfolios.
Fee Structure
Annual retainer services provide up to 2 meetings per year and up to 2 hours of consultation services via telephone, email or personal meetings throughout a one-year period for $950. Additional services are invoiced at the hourly rate of $325.
- Consulting Project Fees: Minimum project fee is $1,450.00.
- LEAP SystemTM and Creative Income Strategy™ Fees: Fees for the preparation of a broad-based plan are based upon gross income or total assets, with a minimum project fee of $1,600.00.
- Gross Income or Total Assets $0.00 - $250,000.00 or Up to $1,000,000.00: $1,600.00
- Gross Income or Total Assets $250,001.00 - $500,000.00 or $1,000,001.00 - $5,000,000.00: $3,500.00
- Gross Income or Total Assets $500,001.00 + or $10,000,001.00 +: $12,000.00
In addition, you will be charged an hourly rate of $325.00 for single purpose consultations or for periodic reviews at your request.