Ongoing Services
Our fee structure is likely different from what you've encountered at other firms. We don't charge any specific upfront fees for the initial financial plan, and unlike traditional AUM models, our ongoing fee is flat. Our fees are designed to reflect the services we offer, not just the amount of money a client has.
Additionally, we are a fee-only firm which means we do not sell any additional financial products such as insurance, annuities, or securities. The only compensation we receive is from the planning/management fees paid by our clients.
Eagle Valley Wealth Management provides two levels of ongoing service: a 'Planning Only' tier for clients who prefer to manage their own investments, and a 'Planning + Investment Management' option for those who want a fully delegated approach. If you have any questions or would like more information, feel free to schedule a complimentary call!
Ongoing Comprehensive Financial Planning
$1,000/quarter ($4,000/year)
Includes all of the following:
- Initial Financial Plan & Goals
- Retirement Planning
- Investment Analysis
- College/Education Planning
- Debt/Cashflow Planning
- Estate Planning
- Tax Planning
- Employee Benefits Planning
- Insurance Planning (no sales)
- At least Bi-Annual Meetings for Plan/Goal Updates
- On-Going Support & Guidance
Ongoing Comprehensive Financial Planning + Investment Management
$1,500/quarter ($6,000/year)
Includes all of the following:
- Everything included in Comprehensive Financial Planning
- Professional Investment Management
*Disclaimer: Services provided will depend on individual client needs. Fees are paid quarterly and in advance. Eagle Valley Wealth Management reserves the right to adjust fees based on the complexity of the individual client’s situation. For more information regarding fees please see our form ADV Part 2A/2B.
Hourly & Project Based Planning
In addition to the two on-going services noted above, we also offer hourly and project-based financial planning services. Please see our ADV Part 2A/2B for more information regarding these services or feel free to schedule a call to discuss your specific needs.