top of page

PLANS & PRICING

Coins%20and%20plants%20are%20grown%20on%

1.65% OR LESS
PORTFOLIO MANAGEMENT + FINANCIAL PLANNING

Account Value

Annual Advisory Fee

 

$1 - $1,000,000

1.65%

 

$1,000,001 and Above

1.50%

Financial%20Report_edited.jpg

FLAT FEE FINANCIAL PLANNING

Our flat fee financial planning pricing structure allows you to pay based on the financial advice you need, not how much money you have.

​

We don't have to manage your assets either. 

​

The cost for flat fee planning is based on the complexity of your situation. Flat fee plans begin at $200 monthly.at

bottom of page