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.