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