Pricing
Sage Advice
Ongoing
Designed for clients looking for a trusted, long-term partnership to navigate their financial future
- Comprehensive financial planning and ongoing asset management
- Development and delivery of your financial plan
- Implementation of investment recommendations in accounts under my management
- Portfolio reviews at least quarterly for rebalancing opportunities
- Bi-annual review meetings, proactively scheduled
- Ongoing access between scheduled meetings
- Annual fee, billed quarterly, based on the assets I manage
Assets Under Management (AUM) Tiered Fee
- $0 – $500,0001.2%
- $500,001 – $2,500,0000.8%
- $2,500,001 +0.4%
Sage Planning
Planning
Designed for clients who value the guidance of financial expertise, while wanting to own the execution of their plan
- Comprehensive financial planning as a one-time engagement
- Development and delivery of your financial plan
- Implementation, rebalancing, and recommended actions left to you
- After three months, clients are able to leverage our hourly planning offer to meet with me and gain access to updated planning projections
Plans start at
$3,500
Sage Hourly
Hourly
Designed for clients with a specific advice need
- Focused planning on the topics you choose, not a comprehensive plan
- A complimentary consultation first, with the fee agreed before any work begins
- Recommendations on the specific topics you bring
- Future meetings handled as a separate engagement
Hourly rate
$500 / hour