Trusted Arizona Financial Advisor: (480) 305-2038
Client Center
Let’s Compare Costs
With The Lifetime Wealth Process™, you will receive our full services that includes financial planning and investment management. With The Digital Advisor Program, you will receive our investment management services.
If you’re retired or close to retiring, we’d love to connect with you and answer any questions you may have.
Cost Comparison of Our Services
The Digital Advisor Program
(Invest) |
The Lifetime Wealth Process
(Plan + Invest) |
|
|---|---|---|
| Management Fee | 0.50% = First $1,500,000 0% = Over $1,500,000 |
1.50% = First $500,000 0.75% = Next $500,000 0.50% = Over $1,000,000 |
| Minimum Balance | $200,000 | $500,000 |
| Meetings with Fiduciary | **Unlimited calls & emails | *2 in-person, Unlimited calls & emails |
| Satisfaction Guarantee | Yes | Yes |
| Trading Costs | ***None | ***None |
| Private Real Estate | No | Yes |
| Mutual Funds | No | Yes |
| ETFs | Yes | Yes |
| Fiduciary Oversight | Yes | Yes |
| Tax Loss Harvesting | Yes | Yes |
| Proactive Management | Yes | Yes |
| Personal Financial Dashboard | Yes | Yes |
| Schwab Support 24/7 | Yes | Not Applicable |
| Financial Planning | ****No | Yes |
| On Track Scoreboard | ****No | Yes |
| Retirement Planning | ****No | Yes |
| Insurance Planning | ****No | Yes |
| Cash Flow / Budget Planning | ****No | Yes |
| Estate Planning Review | ****No | Yes |
| Written Financial Plan | ****No | Yes |
*This program includes 2 in-person annual meetings.
**This program charges for any in-person meeting.
***Unless client has unsolicited trades or wants individual stocks.
****Planning can be added for an additional $2,500 per year.
**This program charges for any in-person meeting.
***Unless client has unsolicited trades or wants individual stocks.
****Planning can be added for an additional $2,500 per year.
Plan + Invest
The Lifetime Wealth Process™
As an investment fiduciary, we are compensated in the form of a small percentage on the assets we manage for you. We make changes to your investments to help put you in a better position to achieve your goals.
When your account values go up, our revenue increases. When your account values go down, our revenue decreases.
Our interests completely align with yours.
Our job is to deliver the highest level of personalized service to each individual client, which is why we limit the number of clients we work with.
Account Minimum: $500,000
Management Fee:
• 1.50% = First $500,000
• 0.75% = Next $500,000
• 0.50% = Over $1,000,000
We’re proud to offer a 0.25% discount to active and retired law enforcement, military, and firefighters.
If you’ve saved at least $500,000 and are retired or close to retiring, we should talk.
Invest
The Digital Advisor Program
We understand the pain of high fees, which is why we’re offering this extremely low-cost option. We charge 0.5% for investment management fees – that’s only half the industry average.
Here’s the Best Part
We designed our Digital Advisor program so it won’t break your bank, which is why we don’t charge you management fees over $1.5MM. Only half a percent on all investments we manage and absolutely nothing on investments over $1.5MM.
It’s not too good to be true, it’s our policy.
If you’ve saved at least $200,000 towards retirement and are retired or close to retiring (within 5 years), we’d love to help you get started with this program.
Talk with Neal
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Call to our office at any time
Our support team
16430 N Scottsdale Rd
Suite 110, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
