Noble Hill Planning provides investment management, financial planning, and retirement plan consulting services. Investment management includes developing an investment policy, portfolio recommendations, and ongoing monitoring. Financial planning covers cash flow, debt management, retirement income, tax management, education funding, employee benefits, insurance, estate, and charitable giving. Retirement plan consulting is offered to small businesses.
Fee Structure
Noble Hill Planning charges an initial setup fee between $200 and $5,000. In addition, clients pay a flat quarterly retainer fee between $1,000 and $5,000, which translates to $4,000 to $20,000 per year. This retainer fee covers both investment management and ongoing financial planning services. Fees are negotiable in limited circumstances.
