Financial Plans

A separate hourly financial plan fee between $1,200 to $2,500 is charged for clients whose SWWM managed assets are below $1Million. For clients whose SWWM managed assets are over $1Million, there is no separate fee.

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Hourly Consultation ($300 per hour)

Although the firm focuses on developing only long-term relationships with wealth management clients, we provide hourly consulting for those who do not have $600,000 minimum in readily investable assets.

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