Financial planning should be transparent and available to everyone. E.W. Wealth Management's three transparent pricing models were developed to ensure openness and accessibility to all.
Individuals who do not have a need for the wealth management services or do not meet the required minimums.
This monthly subscription relationship is available in varying degrees of detail and meeting times per year.
$100 - $250 per month depending on services needed.
Fees can be deducted from investment accounts and/or paid out-of-pocket.
Individuals looking for comprehensive financial planning and advice.
This traditional pricing model provides unlimited communications and meetings throughout the year.
Under $500,000 = 1.1%
$500,000 - $1,000,000 = 0.6%
Over $1,000,000 = 0.3%
Individuals need over $100,000 of managed assets to qualify.
Short-term engagements or one-time financial plans.
Hourly work can be applied toward a wealth subscription model if a client decides to continue services moving forward.
$150 / hour