Whether you are just starting out or require sophisticated strategies, our services are structured to accommodate your needs.
Personal Human Wealth™
$1,250 – $15,000 per quarter depending on the client’s net worth.
Organizational Human Wealth™
Our team will work with you to assess your needs and create a custom proposal.
Intentional Investment Management
Fees range from .58% – 1.45% depending on the number of assets managed. A retirement, education, and insurance (REI) analysis is included in your annual review.
Personal and Organizational Human Wealth™ clients will get a discount on Intentional Investment Management fees.