The Financial Center provides financial planning services, general consultation services, and educational seminars. Financial planning can be comprehensive or address specific issues like retirement or tax planning. General consultations are offered at an hourly rate or flat fee for clients who don't meet the minimum portfolio size for investment management or don't desire it. The Financial Center may also offer a free newsletter.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered either as comprehensive plans or plans that address specific components or issues such as 401k plans, retirement planning, and tax planning.
- General consultations are offered at an hourly rate or a flat fee project rate.
Hourly Rate:Up to $300/hr
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