WHAT I DO
WHAT IT COSTS
Retainer: Annual fee starts at $4000 and increases based on complexity and value created for the client. Complexity is determined by net worth, investable assets and income. This fee is all-inclusive.
Projects. Generally, project work is $2500. A project is a limited engagement to address specific financial concerns over a set period of time. It is not comprehensive financial planning.
Hourly. Lodestar will rarely charge an hourly fee of $200.