Plan | Cost |
---|---|
Early Stage Investor | $49/month plus one-time onboarding fee $250 (services below) |
Working Professionals / Retirees / Business Owners | $75/month plus one-time onboarding fee $350 (services below) |
Financial Plan Only | $2500+ based on client assets |
Business Planning | Custom Pricing |
Early Stage Investor | Working Professional / Retirees / Business Owners |
---|---|
Basic Financial Plan | Comprehensive Financial Plan |
Annual Client Meeting | Multiple client meetings (minimum 2) |
Budgeting / Cash Flow Analysis | Budgeting / Cash Flow Analysis |
Debt Elimination Strategy | Debt Elimination Strategy |
Organization of client documents | Organization of client documents |
Behavioral coaching and wealth mentoring | Behavioral coaching and wealth mentoring |
Access to financial planning tools | Access to financial planning tools |
Retirement account investment analysis and allocation | |
Investment policy design | |
Portfolio Review and evaluation | |
Risk management analysis | |
Insurance policy review | |
Estate analysis and planning | |
Tax planning | |
Tax projections | |
Philanthropic planning |
Definition: Handling assets and other investments. Management includes devising a short-term or long-term strategy of portfolio holdings.
We do extensive research to build and manage our own portfolios that are geared to your financial risk tolerance and goals. We review and evaluate your holdings on a quarterly basis and make changes as necessary. We want to make this process as easy and as comprehensible as possible.
Investing is a science and an art and is better left to the professionals. We joke here at Capital Advisors and say that people could be their own doctors via WebMD, but one wrong diagnosis can be the difference between a terminal illness and a spider bite!
Let us help you with your financial diagnosis and come up with a prescription for success.
Questions To Think About
Investments We Manage | Cost |
---|---|
0 - $1,000,000 | 1% |
$1,000,000 - $3,000,000 | 0.85% |
$3,000,000 - $5,000,000 | 0.60% |
$5,000,000 - $10,000,000 | 0.45% |
$10,000,000+ | 0.30% |
Download our FREE mobile app to easily stay connected, access your accounts and much more. Text "bluewolfe" to 36260 or Scan the QR code. Call our office if you have any problems or questions.
Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
Ensure the credibility of your financial professional by referring to FINRA's BrokerCheck for a thorough background check.
Please find a copy of our Client Relationship Summary and Supplement and Form ADV 2A
here.
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