Our Fee

A flat annual fee, typically $12,000* per year.

Dollars paid not % of Assets Under Management (AUM) is what retirees should be looking at. Unlike most advisors in the Coachella Valley, our advisory fee is not tied to the amount of your investable assets. The size of your investment accounts is a poor gauge of the complexity of your financial life and therefore a poor gauge of the amount of time and resources necessary to provide you proper planning and advice

*Fees may be higher for clients with more complex financial situations, such as business ownership, advanced estate structures, private or illiquid investments, or multiple rental properties. Your final fee will be confirmed after an introductory call. Fee goes up over time with inflation.

Hourly Financial Advice

We have the capacity to take on a limited amount of clients at the rate of $250 an hour for a minimum of 4 hours. We will be able to do some light planning, but scraping the surface of what a normal flat-fee client gets during the onboarding process & ongoing management basis.

This hourly structure is good for someone who is DIY but needs the advice of a professional to check their work. We do not custodial your assets under the hourly financial advice model.