Our Fees
Wednesday, 20 April 2011 14:08
Last Updated on Thursday, 21 April 2011 08:57
1.25% on the first $500,000 of investment assets
1% on the next $2.5 million
Above $3 million is negotiable
Comprehensive personal financial plan up to $1,500 (pre-agreed upon before commencement) drafting of comprehensive plan is optional
College planning fees: standard client care center $900; premier client care center $1,300
Our standard hourly consultation fee is $250 per hour.
If you have any questions about our fees or any of the services we offer, please contact us today.
Education
Comprehensive Wealth Management
Integrated Tax Planning
Behavioral Counseling
Education
The rules of money are being redefined. Knowledge is the new money. We believe that you must be willing to embrace financial education so that you can make well informed decisions about your money for the reasons that are important to you. Our job is to distill the complexities of today’s money and help you better understand the choices available to you so that you can assess how your choices will affect you, thereby enabling you to make good decisions that you can feel confident about and that will give you the highest probability of achieving your goals. Time is the one thing that money cannot buy; therefore time is everything . Read the Full Story
The rules of money are being redefined. Knowledge is the new money. We believe that you must be willing to embrace financial education so that you can make well informed decisions about your money for the reasons that are important to you. Our job is to distill the complexities of today’s money and help you better understand the choices available to you so that you can assess how your choices will affect you, thereby enabling you to make good decisions that you can feel confident about and that will give you the highest probability of achieving your goals. Time is the one thing that money cannot buy; therefore time is everything . Read the Full Story
Comprehensive Wealth Management
Should you refinance your home now; buy or lease your next car? What about managing your cash flow while preparing for retirement and education expenses? What should you do about taxes, inflation, and debt? All of these subjects are part of comprehensive wealth management and should be addressed in a holistic manner - rather than piece by piece.
Balancing all aspects of your financial life can be complicated. We work closely with you - to help you manage and build your wealth. Wealth can be defined however you want. That part is up to you - it can be spending more time with your family, retiring with no drop in your standard of living, sending your children or grandchildren to college, or anything else that you want it to be. Our job is to help you achieve success however it is defined by you.
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Integrated Tax Planning
Investment management and tax planning are not mutually exclusive. Wouldn’t it be nice if you could have your entire financial position managed in an integrated method – balancing tax efficiency and building wealth? Now you can.
When your portfolio drops in value, you may be able to recoup the losses over time; but the dollars you give to the IRS will never be seen again. Now more than ever, with taxes set to go up over the next few years, you need to have tax planning and investment management on the same page. We don’t know yet exactly what the tax rates for dividends and capital gains will be next year, but most people agree the rates will be higher than they are currently. However, there is a balance between saving on taxes and giving away growth to your portfolio.
At Integra Wealth, we use the latest advancements in finance to engineer portfolios that are very tax efficient without losing the potential for growth. We also utilize advanced tax planning strategies to help you continue to build wealth in the most efficient manner possible. We work closely with our clients’ tax professionals and closely monitor their entire tax position. Read the Full Story
At Integra Wealth, we use the latest advancements in finance to engineer portfolios that are very tax efficient without losing the potential for growth. We also utilize advanced tax planning strategies to help you continue to build wealth in the most efficient manner possible. We work closely with our clients’ tax professionals and closely monitor their entire tax position. Read the Full Story
Behavioral Counseling
We work closely with you in all aspects of your financial life. We want you to call us about any financial matter - if we can't help you, then we will refer you to someone who can. We can help you in areas such as: purchasing or refinancing a home, buying or leasing a car, paying down debt and finding the best solution for college funding, just to name a few.
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