Start where you are.
One team, three ways in. Compare the level of support, investment management, and pricing that fits what’s in front of you.
The difference is in what you need us to take on.
Private Wealth
How we work together
Who manages the investments
Do your accounts move
How long
Someone to call before you decide
A plan in writing
Annual review
Pricing
Private Wealth
A sit-down as often as you need
Our team
Once, and our team handles it
Ongoing
Any time. As often as it comes up
Yes, kept current
Yes, kept current
A percentage of your portfolio - see Private Wealth for more details
Access
Conversations through the year, built around your questions
You do
No
Ongoing
Any time. As often as it comes up
Yes, kept current
Yes, kept current
From $3,600/yr, or $300/mo
Checkpoint
One decision, start to finish, then a written plan
You do
No
Two sessions, then a six-month check-in
During the engagement
Yes
Yes
$1,500 flat, no ongoing fee
The difference is in what you need us to take on.
The difference is in what you need us to take on.
The difference is in what you need us to take on.
Private Wealth
Private Wealth
Private Wealth
Portfolio management
Portfolio management
Portfolio management
We manage it.
We manage it.
We manage it.
How we work together
How we work together
How we work together
Ongoing, with regular reviews and calls when life changes.
Ongoing, with regular reviews and calls when life changes.
Ongoing, with regular reviews and calls when life changes.
Pricing
Pricing
0.80%–1.10% annually, based on assets managed.
A percentage of your portfolio - see Private Wealth for more details
A percentage of your portfolio - see Private Wealth for more details
Access
Access
Access
Portfolio management
Portfolio management
Portfolio management
You manage it.
You manage it.
You manage it.
How we work together
How we work together
How we work together
Ongoing, built around the questions you bring.
Ongoing, built around the questions you bring.
Ongoing, built around the questions you bring.
Pricing
Pricing
$3,600 annually, or $300 monthly.
$3,600 annually, or $300 monthly.
$3,600 annually, or $300 monthly.
Checkpoint
Checkpoint
Checkpoint
Portfolio management
Portfolio management
Portfolio management
Not included.
Not included.
Not included.
How we work together
How we work together
How we work together
Two sessions, then a six-month check-in.
Two sessions, then a six-month check-in.
Two sessions, then a six-month check-in.
Pricing
Pricing
$1,500 flat. No ongoing fee.
$1,500 flat. No ongoing fee.
$1,500 flat. No ongoing fee.
Private Wealth
Private Wealth
Access
Checkpoint
How we work together
A sit-down as often as you need
Conversations through the year, built around your questions
One decision, start to finish, then a written plan
Who manages the investments
Our team
You do
You do
Do your accounts move
Once, and our team handles it
No
No
How long
Ongoing
Ongoing
Three meetings
Someone to call before you decide
Any time. As often as it comes up
Any time. As often as it comes up
During the engagement
A plan in writing
Yes, kept current
Yes, kept current
Yes
Annual review
Yes
Yes
No
Pricing
A percentage of your portfolio - see Private Wealth for more details
From $3,600/yr, or $300/mo
$1,500 flat, no ongoing fee
You don’t need to know which one yet.
Start with a conversation. We’ll listen to what’s in front of you and say plainly which way of working makes sense.