Nobody enjoys the store with no price tags. Here's what working together costs, and how you can engage.
Walking into a store with no price tags makes everyone feel weird, so here are mine. Ongoing planning is a transparent annual fee. You can engage for planning, for investment management, or both. We'll confirm the right fit together on the intro call.
The full advice relationship, any tier above.
Your plan and your portfolio, coordinated under one roof.
Professional portfolio management, no planning engagement required.
I'm equipped to work with you solely on investment management strategies. Available alongside or instead of planning, for portfolios of $100,000 and up, professionally managed, with the same responsiveness and candor as everything else here.
| $0 – $1M | 1.00% |
| $1M – $3M | 0.90% |
| $3M – $5M | 0.80% |
| $5M+ | 0.75% |
Planning fees and the advisory fee schedule shown are representative and pending Coastal Wealth / MML compliance approval prior to publication. Advisory fees are annual, based on assets under management, and detailed in your account agreement.
Two honest reasons. First, respect: you deserve to know if we're in range before you spend thirty minutes with me. Second, perspective: when someone expects a plan to cost $500, what they're picturing is a one-time document, not an ongoing relationship where the advice keeps pace with your life. If a planning fee isn't the right season for you yet, I'd rather point you to great free resources than pretend a discount version of this exists.
"You'll hear from me. You'll probably over-hear from me."
Reach out on a Saturday and you won't wait until Wednesday. Say you'll handle something by Friday, and I'll be the friendly nudge making sure it happens. Responsiveness isn't a feature of the service. It is the service.
No pressure, no pitch, no homework required. Just thirty minutes to talk about where you are, where you're headed, and whether I'm the right person to help you get there.