Packages
Entry
Comprehensive
Concierge
Initial Complimentary Consultation
1
In-Person and/or Virtual Meeting(s)/Year
2
4
Phone Calls/Emails
Unlimited to Support Staff
1 Scheduled Check ins with Advisor/Year
2 Scheduled Check Ins with Advisor/Quarter
Unlimited to Advisor
Monthly Subscription Fee
$150/month First Year
$100/month After
$300/month First Year
$225/month After
$500/month First Year
$425/month After
Entry Package
Comprehensive Package
Concierge Package
Resources
Comprehensive
Adviceworks Client Portal
*
Online Educational Suite
Goal Planning
All in One Place Account Linking
Secure Document Vault
Budgeting & Expense Tracking
Monthly & Quarterly Newsletter
Educational Workshop Invitations
Access to online Tax Documents via Portal
Tax Professional Access to online Tax Docs
Hand Deliver Tax Docs to Tax Professional
Personal Planning Areas
Vision/Values/Goals
Portfolio Analysis
Employee Benefits Review
Qualified Plan Asset Allocation Review
Insurance Needs Analysis (Life, Disability, LTC)
Debt Analysis & Reduction Strategies
Retirement Analysis Plan
College Funding Analysis/Plan
Tax Planning (in coordination with your Accountant)
Estate Planning (In coordination with your Attorney)
Retirement Income Plan (ATS Strategy)
Required Minimum Distribution Planning (RMD)
Medicare Planning (with Tara Simpson)
Social Security Planning
Legacy Planning
Charitable Giving Planning
Weekly Conversation w/ Advisor During Mkt Volatility
Assets Under Management Fee Schedule
Percentage
First $250,000 - $500,000
1.25%
Amounts greater than $500,000 - $1,000,000
1.00%
Amounts greater than $1,000,000 - $2,000,000
0.90%
Amounts greater than $2,000,000 - $5,000,000
0.80%
Amounts greater than $5,000,000
0.65%
*Asset Management Fee offsets Financial Planning Fee
Refer to the client agreement and the Cetera Advisor Networks ADV 2A for additional costs