As a Montlake client, you will have the opportunity to choose from one of the following services:
Personal CFO Integrated Wealth Management
Personal CFO Integrated Wealth Management consists of ongoing financial advice along with management of your investments and personal financial matters. Personal CFO Clients are ready to clarify, simplify and organize their financial life. They see the value in partnering with an experienced Advisor to take a holistic approach to analyzing options, making informed decisions and implementing strategies to achieve their personal and financial goals.
Personal CFO Clients want to address their questions, reduce financial worries and decrease complexity so that they can focus on what matters most in life. They partner with us on an ongoing basis to stay informed, access expertise and make adjustments as changes in the economy, finances, tax laws and life occur.
The price for the Personal CFO service typically ranges from $300 to $500 per month depending on the situation and complexity. Investment management fees are billed per the Investment Fee Schedule. In our sole discretion, we may negotiate other pricing arrangements. All important terms will be evidenced in the agreement that you sign with our firm.
Situational Financial Planning Services (also known as: Stand-Alone Services)
Situational Clients seek targeted solutions to specific goals or situations. Situational Clients work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances, which can include:
- One-time personal financial plan
- One-time portfolio analysis and investment strategy recommendations
- College funding strategies
- Estate planning
- Charitable strategies
Situational Clients receive guidance, advice and service related to their specifically defined needs and concerns.
Investment management and additional financial planning services are available separately.
Pricing is typically $1,500 to $5,000 per Situational project depending on the project’s scope and complexity (usually on a fixed fee basis). At the Client’s request, financial advice may be provided on an hourly basis at the rate of $250 per hour.