What Does The Onboarding Process Look Like?

Our onboarding process is called EVOKE®, and we can promise you it is unlike anything you have ever experienced with your money. To get a better understanding of each stage of EVOKE®, please click here.

Are You A Fiduciary

Yes! Our clients entrust us to manage assets and their wealth, and if they exist, we disclose conflicts of interest before and during our engagement. We have also adopted a code of ethics, signed a fiduciary oath, and fully disclose how we are compensated.

What Are The Fees

EVOKE® Financial Life Planning and Wealth Management

​(includes EVOKE® Financial Planning and Investment Management combined)

1.25% per year of Assets Under Management
*Minimum of $500,000 of investable assets*
​

EVOKE® Financial Planning and Wealth Management

A one time up front fee of $1,200
+
2.5% of income as an annual retainer conveniently paid in either monthly or quarterly installments

Investment Management

1% of of Assets Under Management
*no minimum*

What Is Fee-Only

Fee-Only Financial Planners may be paid by retainer, as a percentage of Assets Under Management (AUM), hourly, or as a flat fee. We charge based on what is in your best interest and is most cost-effective for you.

What Is An Annual Retainer

An Annual Retainer is a fee we charge to engage in EVOKE® Financial Life Planning and Wealth Management. The fee can be paid in monthly or quarterly installments.

​$240,000 (your current household income) x 2.5% (annual retainer fee calculation for EVOKE® Financial Life Planning and Wealth Management) = $6,000 (annual retainer fee for Financial Life Planning)

​This Annual Retainer can be paid in a monthly capacity ($6,000 / 12 = $500 a month) or quarterly capacity ($6,000 / 4 = $1,500 a quarter) out of your cash flow.

What Is An AUM Fee

An Assets Under Management (AUM) fee is charged to the money we manage for you as a fiduciary. The fee is billed as a percentage of assets under management and is charged quarterly out of the accounts.

​$100,000 (money you entrust us to manage for you as a fiduciary) x 1% (annual AUM fee) = $1,000 (AUM Fee for the year)

​That $1,000 is then divided by 4 (the AUM Fee paid quarterly) = $250 (the AUM automatically comes out of your account quarterly).

Do You Pay For The First Meeting

No! You don't pay for the first two meetings. First, we need to understand if we are a fit. You are interviewing us as your Fiduciary and Wealth Advisor, and we are interviewing you as our client. Our relationship is not a transaction. It needs to feel right for all parties involved.

Our first meeting is an Intro Call, and our second is Exploration. At the end of the Exploration meeting, we will quote the exact fee to work together. If we agree we are not fit, we recommend another fiduciary that suits your needs or reach back out when you are ready.

Why Should You Work With Us

Our favorite question! The best answer we can give you is that we care and will care more than any other firm. We don't measure success by account of performance (of course, we know it’s important). Instead, we measure success by whether you and the people you care about are living their best lives, while also achieving your goals for the future.

​The traditional answer, which might be just as important to you, is that we have over a decade of experience helping good people and families achieve what’s most important to them. We have experience at reputable firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs.

We have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, MSN, Fox News, Markets Insider, XY Planning Network, The Financial Planning Association, The Fee-Only Network, PR Newswire, and Ask.com.

Our education is among the industry's most prestigious, including the CERTIFIED FINANCIAL PLANNER™ pro, the Certified Private Wealth Advisor® advanced designation, and the Registered Life Planner® designation.

Do You Have To Come To Our Office

No! Our meetings are Zoom-based with the latest security updates. So you can stay safe in the comfort of your own home, and we can have a productive and beautiful conversation to achieve your best life.

Do We Work With Clients From Any State

Yes, we do! We use the latest technology and security to work with our clients throughout the United States.