First $1 Million: 1.00%
Next $1 Million: 0.75%
Over $2 Million: 0.50%
Hourly consulting services available: $225 per hour
One time upfront plan design fee: $1,250
Annual plan maintenance: No cost
Major plan updates: $225 per hour
Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.