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Prices
Providing Everything You Need


Value Management
-
Assess -- No Cost
-
Setup -- $405
-
Value -- $6060 ($505/Mo)
-
Full Service -- $9660 ($805/Mo)
-
Mastermind Group (Coming Soon) -- $TBD

Planning
Retirement Solutions -- $1,610*
Silver Solutions -- $2,684*
Gold Solutions -- $3,757*
Consultation -- $536*
Business Planning -- $9,660*
Updates/Reviews -- 30% of original (current rate)
Investment Advisement
0 - 1M -- 1%
1 - 2M -- .95%
2 - 3M -- .90%
3 - 4M -- .80%
Battle Buddy Assist -- 20% off
Insurance Commissions -- Varies
​
*Reduced by 46.34% of what's quoted in the ADV2


Transactions
Minimum Fee -- $20,000
Retainer -- $9,660
Up to $1M -- 10%
$2M -- 8%
$3M -- 6%
$4M -- 4%
$5M+ -- 2%
Capital Raise -- 6%
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