Pricing
Features & Benefits
Client Service
| Virtual or In-person Meetings | ✓ |
| Email, Call, & Text Communication | ✓ |
| Dave’s Digest Newsletters | ✓ |
| Personalized Videos | ✓ |
Financial Planning
| Four Seasons of Advice | ✓ |
| Client Portal | ✓ |
| Vault Storage | ✓ |
| Meeting Schedule | Quarterly |
Wealth Management
| Education | ✓ |
| Portfolio Construction | ✓ |
| Ongoing Portfolio Management | ✓ |
| Performance Reporting | ✓ |
Cost
Flat consulting fee determined on a case-by-case basis
Or:
| Assets Under Management | Advisor Fee |
|---|---|
| Up to $100,000 | 1.50% |
| $100,001 – $500,000 | 1.25% |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $3,000,000 | 0.90% |
| $3,000,001+ | 0.75% |