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Investment Philosophy

Investment Philosophy

Investment Philosophy

Estimates are not guaranteed and your minimum fee may vary.

For a more exact quote, reach out to schedule a meeting.

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Discounts

Single Client ($800)
Spouse Participating (7%)
No Student Loans (3%)
No Backdoor Roth Needs (3%)
No Large Nonqualified Positions (3%)
No Special Needs (3%)
No Complex Estate Planning (3%)
No Pension or Retirement Withdrawals (3%)
No Small Business Ownership (6%)
No Stock Options (3%)
Active Duty Military ($1,000)
Veteran ($500)

Additions / Complications

Rental Properties:

Non-Custody Accounts

Total Fee

Annual: $0.00

Quarterly: $0.00

Everman Total Life Design

Starting base fee

Annual Fee: $8,500

Billed Quarterly: $2,125

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