Work With Us
Work With Us
There are Two Ways We Can Work Together:
No account minimum requirement
Investment Coaching
0.35-0.75%
annual fee of managed assets
- Investment guidance and account management held at a reputable third-party custodian
- Ongoing investment coaching to help achieve financial peace of mind and confidence throughout your investing journey
- Access to a Certified Financial Planner™ and educational events
- Monthly coaching webinars to address current events and market concerns
- Annual meeting to review account performance and make risk adjustments
$250,000 minimum investment requirement
Presidio Plan®
$1,350
one-time initiation fee
All Investment Coaching services plus:
- Initial 4 meeting process to build a comprehensive plan to reach your financial goals
Additional annual services assuming account minimum is met:
- Semi-annual meetings to review our three lanes of focus: Retirement and Financial Planning, Investment Coaching, and Tax Planning
- Access to your own household portal in our financial planning software
- In-depth analysis of tax return to uncover potential tax savings opportunities
- Receive a tax prep letter to assist you with filing your taxes correctly
Have Questions?
Schedule a Time to Speak with
One of Our Planners
Schedule a complimentary, introductory meeting to get acquainted with us.