Ways We Can Work Together
A flexible set of services is available to meet your needs, whether you are looking for an hour or two of advice, a comprehensive plan or ongoing management of your investment strategy.
Services and Fees
| Personal Financial Consultation: | $150 per hour (prorated; one hour minimum for initial consults) |
| Personal Financial Plans: |
Beginning at $1,850 (additional charges estimated in advance for complex portfolios, real estate holdings and multiple scenarios chosen to explore). |
| Investment Management Service: |
Fee begins at 1% of assets managed up to $1 million dollars; 0.75% thereafter. Minimum portfolio size for this service is $1 million dollars. |
More About The Services
Personal Financial Consulting
This hourly consulting service is ideal if you are in need of advice on routine financial matters, one-time events, or are considering a comprehensive plan and want to begin building a relationship. You may choose to work with Trish on an hourly basis for needs such as:
- Dealing with routine financial and investment situations
- Assessing your current financial status, plan or portfolio
- An immediate need or unexpected event arises
- Facilitating a discussion with a partner, parent or child
- Understanding a complex financial matter or decision
- Defining your investment objectives and risk tolerance
- Receive a customized Asset Allocation Plan to use for your investment portfolio.
- Understanding investment processes available in the marketplace and determining which is most suitable for you, such as:
- Your workplace IRA or 401K
- Self-managed accounts
- Services offered by stock brokers, financial advisors, or trust officers
- Reviewing investment products or recommendations ensuring they meet your needs and ideas on where to get them
- Creating “do-it-yourself” investment strategies
- Professional opinion
Personal Financial Planning
This is a comprehensive evaluation and planning process to help you address specific financial goals. Plan fees begin at $1,850 which includes up to 6 hours of in-person consultation in addition to plan preparation. Plan fees vary according to complexity, scope and preparation time. A Personal Financial Plan is ideal if you need support for multiple financial goals such as:
- Income/cash flow issues
- Planning for retirement
- Estate planning
- Gifting strategies
- Educational funding
- Insurance/risk review
Investment Management Services
This service is available for a maximum annual fee of 1% of assets under management with a $1 million minimum portfolio size.
Investment Management Services are available if you wish to compensate a professional to manage investments, on your behalf, within well-understood and agreed upon guidelines. These services are provided by the Firm acting in a limited power of attorney role with the Client’s account custodian, and within the parameters agreed upon with the Client. Fees are a percentage of assets managed and are charged at the end of each calendar quarter. Getting Started