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We provide both comprehensive financial planning and wealth management. Our fees are based on hourly rates, project based rates and assets under management.
Financial Planning & Consulting Fees
Patricia P. Houlihan, CFP®
Licensed CFP® Practitioners
Financial Planning Staff
Investment Consulting
- Hourly rates as above (minimum $5,000 fee)
Our fee structure for managed accounts (minimum $1,000,000)
Up to and including $1,000,000
- 1.00% annually (billed quarterly)
Greater than $1,000,000 up to and including $2,000,000
- 0.70% annually (billed quarterly)
Greater than $2,000,000 up to an including $3,000,000
- 0.50% annually(billed quarterly)
Greater than $3,000,000
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