Become A Client
Prospective clients can choose to engage with our firm in one of two ways:
1.) Wealth Management and Financial Planning Advisory Service
Advisory Fee: Based on account size and ranges from .50% to 1.50% annually
2.) Smart$Advice -- Financial Advice Services Only -- [No minimum assets required]
Subscription Fee: $42 monthly or $500.00 annually to $208 monthly or $2500 annually based on case complexity
By completing the documents below, we’ll get a baseline overview of your current financial condition which will help in determining the next steps we need to take in the client onboarding process. Once completed, please fax or email to our office and someone will contact you to schedule an initial appointment.