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Costs - Financial Planning

AJW believes that your success in pursuing your financial goals starts with a comprehensive, customized financial plan. We start with a no obligation initial consultation to learn more about you and to discuss our services. At this meeting, we quote you a cost for completing your financial plan. In most cases the cost ranges from $1,000 to $2,500. If we have worked with you during your divorce process, this step may not be needed.

Once your financial plan is in place, AJW can help you implement your strategy. When investing assets, AJW is able to work on a commission or fee basis, though prefers in most cases to use a fee-based advisory platform. This means that compensation is derived mainly from an advisory fee that is charged as a percent of assets under our management, instead of commissions or fees obtained from investment companies for referring their products. This allows us unbiased flexibility to pick the most appropriate security (i.e. mutual funds, stocks or bonds) for your needs.

Our advisory fee varies between 0.7% - 1.5%, according to your asset level, financial complexity and needs.

To ensure the highest level of service to our clients, our minimum level of assets under management is $500,000.