Our Services


BESPOKE Investment Management:

Embark on a tailored journey with our Investment Management services. Our mission? To craft a bespoke financial strategy that’s uniquely yours, ensuring every move aligns seamlessly with your individual aspirations and requirements. Delve into the meticulous approach we employ to turn your financial goals into reality. BESPOKE is the whole “kit & kaboodle”. This service includes financial planning, quarterly coaching, and investment management. We offer flat rate and AUM based pricing to offer financial flexibly to new clients. 

 

PLEASE KEEP IN MIND, THESE FEES INCLUDE THE COST OF YOUR INITIAL FINANICAL PLAN, ANNUAL FINANCIAL PLANNING UPDATES, QUATERLY MEETINGS, BUDGETING SOFTWARE, AND ACCESS TO OUR COURSES.
WE DO NOT CHARGE COMMISIONS OR GET PAID IN ANY OTHER WAY.

  • BESPOKE FLAT FEE (PAID ANNUALLY)
    • AVAILABLE TO INDIVIDUALS WHO HAVE LESS THAN $250,000 OF ELIGIBLE ASSETS TO MANAGE.
      • $3,750
  • BESPOKE ADVISORY PRICING CHART
Account Value
Annual Straight Tiered Fee Schedule

$250,001 - $500,000

1.85%

$500,000 - $1,000,000

1.65%

$1,000,001 - $2,000,000

1.25%

$2,000,001 - $5,000,000

1.00%

$5,000,001 and over

0.75%

Process to become a client:

1. Discovery Call:

Begin with a 10-20 minute interactive session. We dive into your desires, apprehensions, and areas where you need guidance. Not sure after just one call? No worries. We can have multiple discussions until we resonate. Ready to progress? Just drop us a message.

2. Foundation Appointment:

Once onboarded: A secure link will be provided to submit essential details. Expect paperwork via DocuSign within 48 hours. After processing (usually 5-10 business days), you'll get a link to lock in your foundation appointment date. This 1.5-hour meeting is all-encompassing – spanning investments, financial history, education, family dynamics, benefits, aspirations, expenses, and more.

3. Presentation Appointment:

Roughly 2-3 weeks post our foundation meeting, we reconvene. This session is dedicated to our strategy and the path ahead.

4. Quarterly Strategy Check-Ins:

Every quarter, let's commit 30-60 minutes. Our agenda? Review your portfolio, analyze market trends, refine your roadmap, and bolster your financial wisdom.

PRIVILEGED PLANNING™

Financial Planning:

Navigating the financial landscape can be overwhelming. Whether you’re an individual or a business, we offer a structured financial planning service designed to align with your unique goals and challenges. Here’s a glimpse of our process:

Process to become a client:

1. Discovery Call:

A 10-20 minute call that's a mutual exploration to assess compatibility. Ready to proceed? Simply inform us of your decision.

2. Foundation Appointment:

Upon agreement, you'll receive a secure link to submit your details, followed by swift e-documentation processing. The next key step is a focused session where we comprehensively review your financial landscape, shaping the foundation of our customized planning for you.

3. Presentation Appointment:

After our foundational analysis, we present your personalized financial strategy. This stage marks the beginning of your tailored financial roadmap.

4. Annual Check-Ins:

Your financial plan is only as accurate as it is updated, this is why annual check-ins are recommended but optional and are not included in the price of the original financial plan. The cost of updating your financial plan depends on the complexities and the amount of updates you have and is charged using an hourly rate of $300 per hour.

Investment:

Our Financial Plans commence at $2,000, scaling based on the intricacy of your financial situation. This fee encompasses the Foundation and Presentation appointments. Subsequent strategy meetings are billed at $300 per hour.

Shopping Basket