Discover Your Ideal Financial Advisory Service Level
Simple
Monthly Starting Fee:
$75
Includes:
• Manage investments directly • Access to rFPW • Get your "foot-in-the-door" plan • 1 Meeting per Year • Assignment and Access to a Financial Coach • Seamlessly upgrade to our other service levels
eREBEL
Monthly Starting Fee
$150
Includes:
• Everything in Simple • Tax managed/sensitive portfolios • Expanded access to rFPW • 1-2 web/video review meetings per year • Online document storage • Discounted access to planning services • Assignment of Support Financial Advisor • Ability to upgrade or downgrade service level
Silver
Monthly Starting Fee:
$208
Includes:
• Everything in eRebel • Complete rFPW access • 24/7 access to financial advice • 1-4 OnDemand meetings yearly • Assignment of Associate Financial Advisor • Management of held away assets • Student loan optimization •Access to "light" financial planning • Greater credit towards tax and estate services • Complete fluidity upgrading to gold
Gold
Monthly Starting Fee:
$292
Includes:
• Everything in Silver • Unlimited OnDemand meetings yearly • Access to Senior Financial Advisor as needed • College Selection and Funding Plan • Comprehensive Financial Planning • On-Going financial plan updates & implementation • Maximum credit towards tax prep and estate services
Our service calculator can help you find the best financial advisory service level for your unique needs and goals. Complete the form below to get a personalized recommendation for the service level that best suits you.
