Wealth Management Services provides financial planning and investment advisory consultation services tailored to individual client needs. Financial planning covers retirement, risk management, estate, and education planning, among other areas. Consultation services address topics like life insurance and estate planning. Wealth Management Services does not manage assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning Services - up to $7,500, negotiable based on factors like net worth, income, and complexity of the financial situation.
- Annual Review - up to $7,500, negotiable based on factors like net worth, income, and complexity of the financial situation.
- Consultation Services - offered at an hourly rate of up to $200, depending on the nature and complexity of services.
Annual Retainer:Up to $7,500/year
One-Time Plan:Up to $7,500
Hourly Rate:Up to $200/hr
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