As my practice has grown, I've had to raise my minimum fees to $13,000/year for comprehensive advisory, which scales up with complexity and is dependent on situation (AUM vs Flat Fee)

That includes (but is not limited to) the following:

Financial Planning

-Goal setting & accountability

-Values-based financial planning

-Insurance planning

-Estate planning

-Cash flow planning

-Charitable giving

-Retirement planning

-Tax planning

-Education saving

-Large purchases

-Sale of business

-Intra-family financial matters

-Company equity strategy

Portfolio Management

-Personal IPS (investment policy statement)

-Asset allocation

-Asset location

-Regular rebalancing

-Cash Auto-investment

-Tax loss harvesting

-Access to institutional custom index platform

-Best trading execution

-Institutional class shares

-Pre-vetted alternative investments

-Portfolio lending options with negotiated rates

-Quarterly performance reports

-Concentrated stock divestiture strategy

Tax Planning

-Tax return preparation (additional project fee)

-Tax return review

-Quarterly estimated payment analysis

-Year-end tax planning

-Cost basis tracking

-Paycheck withholding analysis

-Roth conversion / Backdoor Roth

Client Service

-Ongoing communication (at will) via phone, email, and collaborative documents

-Full access to Compound dashboard with net worth, cash flow, vault feature, financial modeling, and equity modeling

-Regular live meetings (typically 4x / year for recurring clients post onboarding)

-3rd party network of vetted professionals (CPA’s, Estate planning attorneys, mortgage brokers, real estate agents, insurance agents)

-Coordination with outside professionals (quarterback the financial team)

-Regular investment market updates, event-based guidance

-Web-based catalog with hundreds of articles written in-house