HOW WE SERVE

Our planning process covers

  • Cash Flow and Budgeting

  • Tax Optimization

  • Employee Benefits and Equity Compensation

  • Investment Management

  • Insurance and Risk Management

  • Student Loan Strategy and Consumer Debt Reduction

  • Estate Planning Considerations

Our pACKAGES

We specialize in helping first and second-generation high income-earners navigate the wealth-creation journey. Fees are listed annually but can be paid monthly, quarterly, semiannually, or annually. Clients with investment management relationships with our firm may also receive similar services at different price points.

INDIVIDUALS

$5000

COUPLES

$6000

How We Determined Our Prices:

While we serve clients of all backgrounds, many of our households come to us desiring to work with a minority advisor. When setting our fees, we wanted to acknowledge this desire, while also ensuring our prices are cost-effective relative to our friends in the industry. To that end, we have curated a list of financial professionals and their respective minimum rates for financial engagements. To keep the cost of our services in line with those of comparable professionals, we've compiled the fee(s) for 50 fee-based or fee-only advisors, 25 of whom are credentialed Black and Latiné advisors. We also recognize that we will not be a fit for all situations, and in such cases, the list can serve as a reference point for families in search of an advisor who best fits their needs.