Working Together

Two Ways We Can Work Together:

Ongoing Financial Planning

(No Investment Management)

Comprehensive Wealth Management

Financial plan + implementation support

Financial plan + implementation support + investment management

PRICING:

Annual planning fee*

PRICING:

Planning fee*

+

% of assets under management

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