Java Wealth Planning offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also manage investment portfolios based on individual client needs and goals. Java Wealth Planning offers different service levels, including ongoing comprehensive planning, educational engagements, and focused needs assistance.
Fee Structure
Java Wealth Planning includes investment advisory services as part of their Full Stack Support service. Java Wealth Planning manages investment portfolios based on your individual needs. The annual fee for Full Stack Support, which includes investment management, is a fixed dollar amount based on the complexity of your financial situation:
- $0 - $2,000,000: $9,000/year
- $2,000,001 - $4,000,000: $15,000/year
- Over $4,000,000: Contact Java Wealth for a custom quote
Fees are negotiable and may be adjusted based on additional complexity factors, such as planning needs for equity compensation. A client with stock options will generally incur an additional fee of $1,500/year and a client with restricted stock units will generally incur an additional fee of $600/year.
