Pricing and Services
We keep our pricing simple. See what services you receive based on your level of assets.
EssentialSimplify your financial life. | Full-ServicePlan to achieve your goals. | PremiumBe intentional with your wealth. | |
|---|---|---|---|
| Account Minimum | $5,000* | $300,000 | $10,000,000 |
| Goal discovery process | X | X | X |
| Aggregated financial accounts | X | X | X |
| Personalized investment management & monitoring | X | X | X |
| Quality, low-cost investments | X | X | X |
| Tax loss harvesting** | X | X | X |
| Secure online vault | X | X | X |
| Quarterly newsletters | X | X | X |
| Email support | X | X | X |
| Annual wealth review with dedicated CFP® professional | X | X | |
| In-depth financial plan (updated regularly) | X | X | |
| Tax-efficient retirement savings strategies | X | X | |
| Tax-efficient retirement withdrawal strategies (Retirement Paycheck) | X | X | |
| Annual tax review | X | X | |
| Social Security & Medicare Planning | X | X | |
| Education planning | X | X | |
| Charitable giving and philanthropic advice | X | X | |
| Estate plan checklist | X | X | |
| Ongoing phone and technical support | X | X | |
| Estate plan analysis | X | ||
| Legacy planning | X | ||
| Access to qualified, alternative investments | X |
*Subject to a minimum fee
**Available for accounts with at least $50,000
**Available for accounts with at least $50,000
Essential
Simplify your financial life.
Account Minimum: $5,000 (subject to a min. fee)
- Goal discovery process (Walden Pond Questionnaire)
- Aggregated financial accounts
- Personalized investment management & monitoring
- Quality, low-cost investments
- Tax loss harvesting (Available for accounts with at least $50,000)
- Secure online vault
- Quarterly newsletters
- Email support
Full-Service
Plan to achieve your goals.
Account Minimum: $300,000
- All Essential offerings plus
- Goal discovery process (Walden Pond Experience)
- Annual wealth review with dedicated CFP® professional In-depth financial plan (updated regularly)
- Tax-efficient retirement savings strategies
- Tax-efficient retirement withdrawal strategies (Retirement Paycheck)
- Annual tax review
- Social Security & Medicare Planning
- Education planning
- Charitable giving and philanthropic advice
- Estate plan checklist
- Ongoing phone and technical support
Premium
Be intentional with your wealth.
Account Minimum: $10,000,000
- All Full-Service offerings plus
- Goal discovery process (Walden Pond Retreat)
- Estate plan analysis
- Legacy planning
- Access to qualified, alternative investments
- Multigenerational family event
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Experience the difference of getting quality wealth management at a reasonable price.