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Pricing for our services...

Our wealth management services are priced as follows:


- Comprehensive Planning Fee. $500 to $20,000  Covers the approximately 10 hrs to create initial comprehensive plan + 1.5hr planning session to discuss recommendations


-Retainer Services $100 to $1000/mo. Covers ongoing financial advice and service (e.g. access to client portal, planning meetings, ad-hoc meetings for financial advice)


-Investment Management Fee (starting at 0.85% per year).  Covers the discretionary management of asset accounts by DJHCM to achieve goals outlined in investment policy statement (IPS).  


Next steps...

Our Process

  1. Intro meeting: 15-20 minute meeting to understand your needs and determine fit.
  2. Discovery meeting: 30-45 minute meeting (video usually) to create a "preliminary plan outline" which is a high-level strategy session on how to accomplish your goals and view sample plans.  
  3. Presentation:  90 minute meeting to discuss our recommendations and the steps of implementation.

After you become a client, we meet regularly to discuss plan progress or any changes to your situation.  (Here is sample advisory agreement).


Ready to get started by getting a preview with our financial planning software?  Click here.



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Our Process

 Click here to see a video detailing our 3-step process for onboarding new clients. 

Contact Us Now!

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You can also schedule an appointment directly to our calendar.  Click here to access our calendar.