Menu of Services

Packages

Entry

Comprehensive

 Concierge

Initial Complimentary Consultation

1

1

1

In-Person and/or Virtual Meeting(s)/Year

1

2

4

Phone Calls/Emails

Unlimited to Support Staff

2 Scheduled Check ins with Advisor/Year

Unlimited to Support Staff

1 Scheduled Check Ins with Advisor/Quarter

Unlimited to Support Staff

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

Resources

Entry

Comprehensive

Concierge

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

Entry

Comprehensive

Concierge

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%