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Transparent Costs

One other question you may have is, “what does financial advice cost?” Our commitment to transparency and honesty doesn’t end here. The majority of our clients choose our Platinum Plan, which is a percentage of assets under management and includes all CWT services. Others may choose to self manage their investments in our Consulting Plan. For women going through a divorce please see the next segment below.

Platinum Plan*

Assets Under Management  

Annual Cost 

First $1,000,000

1.25%

$1Million - $2.5 Million

1.00%

$2.5 Million - $5 Million

0.90%

$5 Million - $10 Million

0.75%

$10 Million - $25 Million

0.65%

Above $25,000,000

0.50%


*Includes Discretionary Investment Services, Retirement, Social Security, Tax, Estate and Charitable planning.

Consulting Plan**

      • Annual Agreement: Initial Costs $5,000 to $25,000 depending on complexity
      • Renewal Cost: Typically 50% of Initial Cost


** Includes Retirement, Social Security, Tax, Estate and Charitable Planning and Asset Allocation Discussion

Certified Divorce Financial Analyst Services

For women in divorce situations, we offer a free thirty-minute phone consultation. Our initial in-person meeting includes a one-hour discussion of your case. We develop a plan of action, and answer all your questions. This one-hour meeting is $250. Our ongoing comprehensive CDFA services carry a one-time Cost ranging from $5,000 to $10,000, depending on complexity. This continuing partnership includes any financial services relating to your divorce. This may include preparation and/or analysis of your financial statements, net worth statements, investment and pension analysis, income tax review, assistance in preparation of your MSA in consultation with your attorney, consultation regarding spousal and child support, review of insurance information, social security information, estate planning information and projections regarding future financial sustainability. Our team will also regularly participate in meetings with your attorney to review and analyze your potential financial options.

Additional costs may be incurred for participation in mediations and or court hearings.