fee only fiduciary advice for all since 2004
We are an organization born out of a need to make the financial industry honest. 90% of so-called "advisors" are still commissioned salespeople selling products under the guise of "advice." Our clients receive knowledgeable advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary.
services
Wealth
Planning
fee varies based on complexity
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Retirement Planning
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Education Savings
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Tax Optimization
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Estate Planning
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Alternative Investments
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Portfolio Optimization
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Goal Planning
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Insurance Review
Asset Management
0.50%-1.00% annually
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Portfolio Construction
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Daily Portfolio Monitoring
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Tax Loss Harvesting
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Tolerance Band Based Adjustments
Advisory Subscription
$92 / monthly, 12 month minimum subscription
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Full Access to Pioneer360
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Two 1-hour Advisory Sessions Annually
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Phone and Email Consultations
Hourly Issue Consultation
$250-300 per hour
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Individual concerns that don't require full fledged planning can be addressed efficiently using this structure.
Family Wealth Management
fee varies based on complexity
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Our FWM service provides your family with its own CFO. We head your financial team providing regular reports and recommendations designed to create efficiency from a tax, risk, portfolio, and estate standpoint as legislation and markets adjust.
your advisors
Put our group of advisors with wide-ranging areas of expertise on your team
click pictures for details
Daphne Jordan, CFP®
Nicole Renaux, CFP® Candidate
