HOW WE SERVE
Our planning process covers
Cash Flow and Budgeting
Tax Optimization
Employee Benefits and Equity Compensation
Investment Management
Insurance and Risk Management
Student Loan Strategy and Consumer Debt Reduction
Estate Planning Considerations
Our pACKAGES
We specialize in helping first and second-generation high income-earners navigate the wealth-creation journey. Fees are listed annually but can be paid monthly, quarterly, semiannually, or annually. Clients with investment management relationships with our firm may also receive similar services at different price points.
INDIVIDUALS
$5000
COUPLES
$6000
How We Determined Our Prices:
While we serve clients of all backgrounds, many of our households come to us desiring to work with a minority advisor. When setting our fees, we wanted to acknowledge this desire, while also ensuring our prices are cost-effective relative to our friends in the industry. To that end, we have curated a list of financial professionals and their respective minimum rates for financial engagements. To keep the cost of our services in line with those of comparable professionals, we've compiled the fee(s) for 50 fee-based or fee-only advisors, 25 of whom are credentialed Black and Latiné advisors. We also recognize that we will not be a fit for all situations, and in such cases, the list can serve as a reference point for families in search of an advisor who best fits their needs.