Pricing
Welcome to our pricing page! At CBWA, we believe in providing transparent and straightforward pricing details.
We offer a range of packages and add-ons to meet your needs and achieve your financial goals.
Our main service of financial planning is billed at $1350 quarterly.
There might be a one-time up front charge based on the complexity of your situation. We will discuss this during our discovery and proposal meeting.
Complexity considers dynamics such as your family size, number of jobs, type of business(es) involved, your number of investments, and your country(ies) of residence.
Optional services include:
Portfolio Management
| Account Value | Annual Advisory Fee |
|---|---|
| First $500,000 | included in Ongoing Financial Planning Fee |
| $500,001 - $750,000 | 1.00% |
| Above $750,000 | 0.35% |
Tax Preparation
Price varies by level of complexity and is by quote only.
Click here for our introductory conversation to discuss further.
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. (30 mins by phone)
- Discovery and proposal meeting for a cost of $250. This is a more comprehensive review of your situation that includes a formal quote for your planning services. Through this process you receive broad recommendations for 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 services. (90 mins by Zoom)
