Pricing
The Sailor Package
(typically for those new to financial planning or those moving from the U.S. to Spain, and this service agreement requires 24 months)
Starts at $1,200 /quarter
This includes financial planning only (Does not include portfolio management and tax preparation)
Initial fee: from $2,500 to $5,000, depending on complexity
Assets Under Advice (AUA): 0.25%. First $500,000 included.
*Minimal annual fee: $6,000 per household
The Settler Package
(typically for retirees as an ongoing service agreement, 24-months service agreement required)
1% AUM*
This includes financial planning steps 1, 2 and 3 + tier 1 portfolio management (First $1,500,000 in AUM )
0.75% AUM*
This includes financial planning steps 1, 2 and 3 + tax preparation + tier 2 portfolio management (From $1,500,001 to $3,000,000 in AUM)
0.50% AUM*
This includes financial planning steps 1, 2 and 3 + tax preparation + tier 3 portfolio management ( from $3,000,001 to $10,000,000 in AUM)
Initial fee: from $2,500 to $5,000, depending on complexity
AUM = Assets Under Management (tiers)
AUA: Assets Under Advice: 0.15%
*Minimal annual fee: $10,000 per household
The Explorer Package
(This service agreement typically lasts three months for those evaluating moving to Spain or getting started in their financial planning journey. This is also called a one-time plan)
$3,500 to $6,000 /one-time
This includes financial planning simulations and a comprehensive financial plan
Initial fee: None
Tax Planning, Simulations and Fillings
U.S./ Spain Tax planning, Simulations and Filing services available
Starting at $2,000
This includes tax simulations, planning, and filing in the U.S. and/ or Spain.
General Questions
(typically to answer general questions of those wanting to move to Spain)
$399 / 60 minutes
New clients only
Our work together starts through two discovery meetings, as follows:
- Free introductory meeting to get to know each other and see if we want to work together. (15-20 mins )
- The discovery and proposal meeting will cost $499. This comprehensive review of your situation includes a formal quote for your planning services. Through this process, you receive broad recommendations for the next steps you might take to fulfill your financial needs. If we agree to work together further, this payment will be credited toward the cost of your ongoing services. (90 mins )
* Final prices are subject to the client's unique complexity, which can vary based on household size, tax preparation needs in multiple countries, investment assets in multiple countries, among others
