How We Work Together

Wealth Management Fees

Retirement Planning Fees For Families and Individuals

 

From a pay-as-you-go model to a traditional percentage of assets under management, we give you options when paying for retirement planning.

 
 
 

Flightplan Plus®

Meeting frequency: Varies

Meeting duration: Varies

Account Minimum: $500,000

Price: $2,899 $0

First $500,000 | 1.30%
$500,001 to $1,000,000 | 1.00%
$1,000,001 to $3,000,000 | .80%
$3,000,001 and above | 0.50%

FlightPlan® is ongoing traditional retirement planning and portfolio management using cutting-edge planning software by Nitrogen®.


Flightplan Air®

Meeting frequency: one meeting

Meeting duration: varies

Account Minimum: n/a

Price: $2,899

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FlightPlan Air® is a pay-as-you-go retirement plan with Nitrogen® software without any ongoing planning or portfolio management.


 
 
 
 

 Get Started

Talk with an Advisor

Start with a free and no-pressure consultation with one of our fiduciary financial advisors.

 
 
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