RLS Private Wealth Consulting offers family office services, wealth concierge services, and ongoing comprehensive financial planning. Family office services include operational oversight, administrative services, and strategic planning. Wealth concierge provides assistance with wealth planning implementation and tertiary services. Financial planning involves evaluating a client's current and future financial state to achieve their stated financial goals and objectives.
Fee Structure
RLS Private Wealth Consulting offers ongoing comprehensive financial planning for an annual fee ranging from $25,000 to $75,000, billed monthly. In some cases, RLS may charge an hourly rate of $325. The fee is based on anticipated hours worked and can be adjusted with client approval. Clients may be required to pay an upfront fee ranging from $1,000 to $5,000, which will be credited towards the first billing period's fee.