Our Fees

Life Goals Tracking and Investment Management

The firm’s Life Goals Tracking and Investment Management fee (which includes the cost of a Life Goals Plan) is an annual fee based on a percentage of the value of the funds we manage for you. A one-time setup charge may apply.

Life Goals Planning

The fee for a Life Goals Plan is based on development time and billed at an hourly rate of $250. The number of hours can vary and depends on the complexity of our client’s personal financial situation.

General Consulting

General consulting is billed at an hourly rate of $250.

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The firm’s form ADV Part 2A is available upon request for more detailed information regarding our fees.

Cherry Hill, NJ

856 482-1250

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