Designed for those with over $250k in investable assets.
$300 initial planning fee
$250k - $750k • 1% AUM
$750k - $2mm • 0.8% AUM
$2mm+ • 0.6% AUM
Includes everything that we cover in Hearth, but with an emphasis on growing your net worth, establishing early Findependence, and building generational wealth.
In this tier we are more inclined to provide extra services such as tactical trading, review of private investment opportunities and use of derivative strategies.
To recap the Hearth Tier Includes:
Cash flow planning
Employee benefit optimization
Equity compensation planning
Salary review & recommendations