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Working Together

Three Ways We Can Work Together:


One-Time Financial Plan

Ongoing Financial Planning

(No Investment Management)

Comprehensive Wealth Management

Financial plan + client implements 

Financial plan + implementation support
Financial plan + implementation support + investment management

PRICING:

One-time planning fee*

PRICING:

Annual planning fee*

PRICING:

Planning fee*

+

% of assets under management

Best if:

  • You want a financial plan you can implement on your own

Best if:

  • You have the time and enjoy managing your own investments
  • Your assets are tied up in real estate, 401(k), etc.
  • You are a business owner with limited outside liquidity

Best if:

  • You have little time, experience or desire to manage investments
  • You experienced a large monetary event (e.g. inheritance)
  • You have a highly concentrated stock position


*Pricing based on complexity of situation

Schedule a Call

Backed by a team of dedicated professionals with over 100 years of combined industry experience


Integrated Partners Team