Colleen Weber CPA, LLC provides financial planning and investment management services. Financial planning includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment advice is provided based on the client's risk tolerance and desired asset allocation. Colleen Weber CPA, LLC is a fee-only firm and does not sell commissioned products.
Fee Structure
Colleen Weber CPA, LLC's fees for investment management services are based on the complexity of the work and are negotiable. The quarterly fee charged may vary from client to client, but will be relatively consistent across clients of a similar nature. Fees are assessed based on factors such as number of accounts, account sizes, number of positions, services provided, complexity of account management, and complexity of financial planning services as appropriate. Quarterly Investment Management Services fees range from $2,000 - $20,000. There is a $2,000 minimum fee for Wealth Management Services.