Gold
Medal
Waters
Services > Wealth Management > Prices
Wealth Management Pricing
Up to $750,000
$1,250/quarter
$750,000 to $1,000,000
$1,750/quarter
$1,000,000 to $2,000,000
$2,250/quarter
$2,000,000 to $3,000,000
$3,250/quarter
$3,000,000 and up
add $1,000/quarter/million
Goal Setting and Risk Assessment
401(k) Allocations and Pension Decisions
Market Education
Charitable Gifting and Philanthropic Planning
Net Worth Review and Budgeting
Advanced Estate Planning
Rebalancing and Reporting
College Planning
Annual Reviews and Advisor Coordination
Debt Planning
Investment Planning and Management
Life and Disability Insurance Planning
Retirement and Benefits Planning
Long-term Care Insurance Planning
401(k) Allocations and Pension Decisions
Asset Protection Planning
Our Plan: Pay less & achieve goals faster
Their Plan: Pay costs that conflict with plan
Our wealth management plans start at just $750/quarter and include financial planning and investment management. Compare our low costs to other firms and see the difference. The more you save - the faster you can achieve your goals!
Other firms create a financial plan, suggest investing more to achieve your goals and then charge you 1.00% or more in fees. Here's your dilemma - The more you save, the more they make. Want to see the impact of their fees?
You are viewing the text version of this site.
To view the full version please install the Adobe Flash Player and ensure your web browser has JavaScript enabled.
Need help? check the requirements page.
