Comprehensive Wealth Planning
For Professionals & Families with Greater Complexity
Does This Sound Like You?
Managing the nuances of your financial life and planning for significant goals is becoming pressing. You’re looking for advanced guidance to organize your wealth of or above $500,000. If your business, tech company or career is blooming, your family situation is dynamic or you’re preparing for an early retirement, the Wealth Engineer service offering is likely a good fit for you.
The Wealth Engineer Service
This package involves a highly detailed process to establish the right plan for you. We’ll begin by surveying the land (get to know you and your goals) and creating a blueprint (draft a plan). Then, we’ll build and maintain a fully integrated bridge to support your objectives.
Regularly checking in with you about your progress and consistently monitoring your plan
Full-Fledged Plan & Investment Strategy
Creating & implementing customized solutions that address every aspect of your wealth picture
Integrating with your CPA, estate planning attorney & other professionals to put your plan into action
Get Started with a Complementary Risk Analysis of Your Current Portfolio
Wealth Engineer Service Cost
Waived for clients with over $750k assets under management
AUM Fee Schedule
Annual Advisory Fee
|$0 - $1,000,000||1.00%|
|$1,000,001 - $3,000,000||0.85%|
|$3,000,001 - $5,000,000||0.75%|
|$5,000,001 and Above||0.50%|