FINANCIAL ADVISORY SOLUTIONS
With our ongoing investment management ($5,000 Account Minimum) and financial planning processes we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens we help you make the necessary adjustments to stay on track. We believe that financial planning and investment management is a journey, not a destination.
Advisory Fees
Investment Advisory Fees range from an annual rate of 1.00% to 0.30% based on the following blended fee schedule:
Assets Under Management | Annual |
First $1,000,000 | 1.00% |
Next $1,000,000 ($1M - $2M) | 0.75% |
Next $3,000,000 ($2M - $5M) | 0.50% |
Over $5,000,000 | 0.30% |
For example, a household with $2,000,000 under management would pay 1.00% on the first $1,000,000 and 0.75% on the next $1,000,000 for a total effective rate of 0.875% annually.
Service Tiers
Services included are based on the total assets under management with our firm and are divided into Tiers.
Tier Genesis
Investment Management Only
$5,000 – $100,000 under management
MEETINGS
An updated Investment Policy Statement is provided annually for review and approval to ensure alignment with risk tolerance and investment objectives.
Financial planning & advice, investment advice, and one-on-one client reviews are available starting at $200 per hour (1-hour minimum) with one of our licensed advisors.
What’s Included?
Values-Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Client Support via email, text and live chat
Optional
Live phone support ($25 per 15-minute increment, auto-debited from your account)
Financial planning & advice, investment advice, and one-on-one client reviews are available starting at $200 per hour (1-hour minimum) with one of our licensed advisors.
Tier 1
Investment Management Only
$100,000 – $300,000 under management
MEETINGS
30-Minute Annual Review via Phone or Web Conference.
Financial planning & advice, investment advice, and additional time for client reviews are available starting at $200 per hour (1-hour minimum) with one of our licensed advisors.
What’s Included?
Values-Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Client Support via email, text, live chat, and phone
Annual Client Meeting with an Advisor
Optional
Financial planning & advice, investment advice, and one-on-one client reviews are available starting at $200 per hour (1-hour minimum) with one of our licensed advisors.
Tier 2
Investment Management With Foundational Financial Planning
$300,000 – $500,000 under management
MEETINGS
1-Hour Annual Review In-person, via Phone, or via Web Conference & Additional Optional Check-ins Throughout the Year.
Up to 3 hours1 are included annually for financial planning, financial advice, and investment advice per household. Discretionary investment management of portfolio strategies is separately counted from the allowable hours since it is not managed individually.
What’s Included?
Values-Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Client Support via email, text, live chat, and phone
Annual Client Meeting with an Advisor
Net Worth Statement
Financial Guidance
Retirement Planning (learn more >>)
Estate Planning2 (learn more >>)
Tax Planning2 (learn more >>)
Life Insurance Planning
Cash Flow & Debt Planning
Social Security Planning
Company Retirement Plan Review
Educational Funding
Tier 3
Investment Management With Enhanced Financial Planning
$500,000 – $1,000,000 under management
MEETINGS
1.5 Hour Annual Review In-person, via Phone, or via Web Conference & Additional Optional Quarterly Check-ins.
Up to 4.5 hours1 are included annually for financial planning, financial advice, and investment advice per household. Discretionary investment management of portfolio strategies is separately counted from the allowable hours since it is not managed individually.
What’s Included?
Values-Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Client Support via email, text, live chat, and phone
Annual Client Meeting with an Advisor
Net Worth Statement
Financial Guidance
Retirement Planning (learn more >>)
Estate Planning2 (learn more >>)
Tax Planning2 (learn more >>)
Life Insurance Planning
Cash Flow & Debt Planning
Social Security Planning
Company Retirement Plan Review
Educational Funding
Advice On Major Purchases
Long Term Care Planning
Investment Real Estate Analysis
Planning For Future Expenditures
Creative & Deferred Gifting Strategies (learn more >>)
Planning For Sales Of Major Assets
Planning For Possible Incapacity
Proper Titling & Beneficiary Designations
Tier 4
Investment Management With Comprehensive Financial Planning
$1,000,000 – $3,000,000 under management
MEETINGS
1.5-3 Hour Annual Review In-person, via Phone, or via Web Conference & Additional Optional Monthly to Quarterly Check-ins.
Up to 6.5 hours1 are included annually for financial planning, financial advice, and investment advice per household. Discretionary investment management of portfolio strategies is separately counted from the allowable hours since it is not managed individually.
What’s Included?
Values-Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Client Support via email, text, live chat, and phone
Annual Client Meeting with an Advisor
Net Worth Statement
Financial Guidance
Retirement Planning (learn more >>)
Estate Planning2 (learn more >>)
Tax Planning2 (learn more >>)
Life Insurance Planning
Cash Flow & Debt Planning
Social Security Planning
Company Retirement Plan Review
Educational Funding
Advice On Major Purchases
Long Term Care Planning
Investment Real Estate Analysis
Planning For Future Expenditures
Creative & Deferred Gifting Strategies (learn more >>)
Planning For Sales Of Major Assets
Planning For Possible Incapacity
Proper Titling & Beneficiary Designations
Collaboration With A CPA & Attorney2
Multi-Generational Family Planning (learn more >>)
Personal Document Digitization
Asset Protection Planning
Tier 5+
Investment Management With Comprehensive+ Financial Planning
Over $3,000,000 under management
MEETINGS
1.5-3 Hour Annual Review In-person, via Phone, or via Web Conference & Additional Optional Monthly to Quarterly Check-ins.
Up to 10.5 hours1 are included annually for financial planning, financial advice, and investment advice per household. Discretionary investment management of portfolio strategies is separately counted from the allowable hours since it is not managed individually.
What’s Included?
Values-Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Client Support via email, text, live chat, and phone
Annual Client Meeting with an Advisor
Net Worth Statement
Financial Guidance
Retirement Planning (learn more >>)
Estate Planning2 (learn more >>)
Tax Planning2 (learn more >>)
Life Insurance Planning
Cash Flow & Debt Planning
Social Security Planning
Company Retirement Plan Review
Educational Funding
Advice On Major Purchases
Long Term Care Planning
Investment Real Estate Analysis
Planning For Future Expenditures
Creative & Deferred Gifting Strategies (learn more >>)
Planning For Sales Of Major Assets
Planning For Possible Incapacity
Proper Titling & Beneficiary Designations
Collaboration With A CPA & Attorney2
Multi-Generational Family Planning (learn more >>)
Personal Document Digitization
Asset Protection Planning
1 Additional hours are billed at $200 – $349 per hour, depending on the advisor for investment management clients.
2 Third-party CPA and attorney fees are not included.
Click below to learn more about the Financial planning services we offer
CLICK ON ANY OF THE FOLLOWING TO LEARN MORE ABOUT WHAT WE OFFER
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VALUES BASED
We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.
FIDUCIARY DRIVEN
We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.
