All-In Service at an All-In Fee
Transparent · Comprehensive · Fiduciary
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Case Study: Ty & Rachel

*Firms and financial professionals vary widely in their services and costs.
Case Study: Sarah & Mike

*All our services are charged according to our fee schedule or $900 per quarter, whichever is greater. Clients with less than $240,000 will be subject to our minimum fee. All-In Services are charged quarterly and require a four-quarter commitment. After 12 months, you may continue with our All-In Service or switch to Investment Only and pay 1.5% of invested assets (minimum $150 per quarter). See the Financial and Investment Planning Agreement for more details.