Old Field Advisors provides financial planning and wealth management services. Financial planning covers cash flow, retirement, education, tax, estate, charitable giving, and insurance. Wealth management includes financial planning and discretionary investment portfolio management. Old Field Advisors works with attorneys and accountants to coordinate strategies. The firm also provides educational workshops.
Fee Structure
Old Field Advisors offers wealth management services for a fixed annual retainer fee, which is determined by the complexity of your financial situation and portfolio. The fee is reviewed annually and paid quarterly in arrears. There is a $6,500 minimum annual fee. An initial set up fee of up to one-half the annual wealth management fee may be required.