financial planning and advice

Financial Planning Subscription

STARTER

$100/mo

For those just getting started on their financial journey.

* Includes 1 hr of monthly consulting

* Education, advice, & strategy

* Basic financial plan & retirement projections

* Phone, email, & video conference support

* Wealth Vision dashboard access

Learn more

GROWTH

$125/mo

For busy professionals that don't have the time to monitor finances.

Everything in Starter plus:

* Custom, written financial plan with multiple scenarios

* Estate and risk management review

* Group retirement plan analysis

Learn more

PREMIUM

$150/mo

For complex situations requiring additional attention.

Everything in Growth plus:

* In-person office meetings

* Advanced reporting

* CPA, attorney, or manager integration

* Unlimited consulting hours

Learn more

Investment Management

Up to $500k

1.1%

Custom diversified portfolios.

* Proactive trading & rebalancing

* Model Wealth Portfolios (MWP)

* Mutual funds & ETF's

* Online "Account View" access

$500k to $2m

1.05%

Access world-class managers.

* Proactive trading & rebalancing

* MWP

* Mutual funds & ETF's

* Custom Strategic Asset Management (SAM) Portfolios

* Individual stocks

* Online "Account View" Access

$2m to $5m

1%

Advanced strategies and ideas.

* Proactive trading & rebalancing

* MWP

* Mutual funds & ETF's

* SAM

* Individual stocks

* Individual corporate and muni bond trading

* Access Wendell Charles custom equity funds

* Online "Account View" access

$5m+

Contact us for an estimate.

Private Client Services.

* ALL services listed in other tiers

* Cash, CD, and bond trading

* Alternative investments

* Private Trust Company

* Dedicated service team

Talk to a Wealth Manager

Investment management simply means that we are directly managing one or more of your accounts.

We prefer this method as we believe it puts us on the same side of the table as our clients given we make more money only if you do.

Wealth Vision Financial Planning Dashboard

$25/month

Go through our automated onboarding process or we can assist you in setting up your personal financial planning dashboard via video conference.

Organize your financial life

All of your financial accounts on one dashboard.

Online file sharing and storage

No more emailing documents back and forth.

Net worth and balance sheet reports

Access 20+ custom reports whenever you need to review your situation.

Need help selecting your services?

Contact us at (888) 701-7305 and select Option 3 to speak with an advisor and have your questions answered.