A relationship with a wealth planner is an important one – especially as your finances get more complex. Your planner provides value far beyond what shows up on a financial statement. They understand your overall goals, and they know what keeps you up at night. They can look at the facets of your financial life to help you understand what’s happening in the short term — and help guide you so you can be positioned for the long-term.
Fees are based on a percentage of your total investable assets. This percentage changes based on how much wealth is being managed by your planner. To get a better understanding of what kind of fee structure would apply to your account, start by connecting with a planner. You’ll start by answering a few questions designed to help your planner prepare an initial meeting with you.
It's okay if you're currently working with an advisor. Many people work with different advisors or firms throughout their lives in order to find one that is the right fit for them. We suggest connecting with a planner so you can discuss what your needs are. The planner/client relationship is based on an intimate understanding of your goals and the services and expertise required to help meet those goals.
To schedule an initial meeting, you're only required to answer a few questions. However, the more information you provide, the more productive that first meeting will be. We understand that not everyone is comfortable entering detailed financial information into a questionnaire. That's why we enable you to share high-level information in our connect to a planner form to simply start the planning process.