F.I.R.E. Tier
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:
Life planning
College savings
Risk management
Debt management
Cash flow planning
Retirement strategy
Investment management
Employee benefit optimization
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Salary review & recommendations
Business Planning