Lilac Wealth offers financial planning and consulting services to help clients understand their financial situation and set objectives. These services cover financial goals, tax planning, asset allocation, risk management, and retirement planning. Lilac Wealth also provides comprehensive wealth management, which includes ongoing financial planning and investment management. They also offer bill pay and bookkeeping services.
Fee Structure
Lilac Wealth does not charge a percentage of your portfolio to manage your investments. Instead, they charge a flat annual fee for comprehensive wealth management services, which includes both financial planning and investment management. The fee is negotiable and varies depending on the complexity of your situation. The firm also offers bill pay and bookkeeping services for a monthly fee.