SERVICES + PRICING

INVESTMENT SERVICES

Services Offered:

  • Review of Assets
  • Rebalancing of Accounts
  • Cryptocurrency Strategy
  • Detailed Investment Advice
  • Tax-sensitive Asset Allocation
  • Portfolio & Investment Analysis
  • Ongoing Investment Management
  • Retirement Distribution Strategies
  • Consolidation of Investment Accounts

1% of Assets Under Management

FINANCIAL PLAN SERVICES

Services Offered:

  • Insurance Needs
  • Pension Strategy
  • Debt Management
  • Financial Goal Setting
  • Company Stock Awards
  • Social Security Strategy
  • Employee Benefit Planning
  • Education Funding Planning
  • Net Worth & Cash Flow Review

$3,000 for individual ($5,000 couple)

We take three steps with all new clients. Click on each for a full description:

Schedule a complimentary in-person or virtual meeting to build on our initial discussion and decide whether to continue to pursue an ongoing partnership together. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

 

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.

The next step is to fill out our detailed client questionnaire and provide us with the necessary documents so we can gain a full understanding of your financial picture. Once we understand your current financial circumstances, we’ll develop a personalized financial plan. 

  • Before Starting the Full Process – Answer urgent question(s)
  • Getting Organized – Where are you today?
  • Goals – Where do you want to go?
  • Analysis – Crunching the numbers…
  • Action – How do we get there?

This plan will be updated regularly to reflect any changes in your life. 

 

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. You will receive a comprehensive plan and recommendation list for us to complete within the year.

Based on the outcome of your plan, we’ll develop and manage an investment strategy that suits your risk tolerance and supports your ongoing financial objectives. 

Investing does not need to be complicated. Our investing Framework is based on a few facts:

  • Costs Matters – Market returns come and go, but costs are forever
  • Asset Allocation Matters – Stocks outperform bonds and cash over the long term
  • Diversification Matters – Index funds over individual securities ensure a higher probability of success
  • Asset Location Matters – Tax sensitive investments should be contained in tax advantaged accounts
  • Rebalancing Matters – We use opportunistic rebalancing based on research
  • Inflation Matters – High inflation is a risk for traditional portfolios
 

After this meeting, you will receive an Investment Policy Statement and access to our investment custodian.

Crypto Friendly

Many of our clients have exposure to the cryptocurrency markets. We believe in the future of this asset class and so do our clients.

Independent Fiduciary

WealthU is an independent RIA, never earns a commission, and has zero incentive to use certain financial products.

Custom Software

All clients get a login to the software we use. You can run your own market stress tests and track your progress 24/7.