After many years of helping women and families, we’ve determined that our services best address the financial challenges and opportunities of those with $1 – $10 million of investable assets. This amount of assets is just a rough proxy for the complexity of their situation and fees are calculated as a percentage of assets starting at 1% and scaling down to 0.5% as invested assets increase. If the assets are somewhat less than $1 million, we would assess our minimum annual retainer of $10,000 (billed $2,500 quarterly in arrears). These fees are for all our Comprehensive Wealth Management services (no nickel and diming!).
To determine if we are a good fit, our initial consultation and Discovery Meeting are always complimentary.