STARTER
$1,500 annually
(billed quarterly at $450)
Includes 1 hr of quarterly consulting
Monthly email on important financial topics
Education, advice, & strategy
Basic financial plan & retirement projections
Phone, email, & video conference support
eMoney financial dashboard access
PRO
$2,000 annually
(billed quarterly at $500)
Everything in Starter plus:
Custom, written financial plan with multiple scenarios
Estate and risk management review
Group retirement plan analysis
Formal written meeting agenda with Tasks, To-Do item's, & pro-active follow-ups
CUSTOM
Contact us for pricing.
Everything in Pro plus:
On-demand portfolio reviews for outside accounts
Advanced reporting for held away assets, real estate, alternative, and other assets
CPA, attorney, or manager integration
Unlimited consulting hours
Custom plan design and what'-if scenarios
Under $10k
Brokerage Platform
- Direct Mutual Fund company access
- Diversified portfolios
- Automated contributions
- Online Access
$10k to $2M
1% Annual Advisory Fee
- Access to world-class managers
- Proactive trading & rebalancing
- Custom portfolios
- Mutual Funds & ETF’s
- Individual stocks
- Online Access
$2M+
Contact for Estimate
- Advanced strategies and ideas
- Proactive trading & rebalancing
- Custom portfolios
- Mutual Funds & ETF’s
- Individual stocks
- Individual corporate and muni bond trading
- Cash, CD, & bond trading
- Access to Wendell Charles custom equity funds
- Online Access
- Financial Planning Included