CONCIERGE LEVEL PLAN
$2 250.00 per monthFirst payment: $250.00
Subscription product with a signup fee
Once you subscribe, we will place a new order with this product every month. You will be charged $250.00 for your first order, and then $2 250.00 for each repeat order. You can easily manage your subscription or cancel it anytime with no additional charges.
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CONCIERGE LEVEL PLAN
Product Details
Concierge Membership
The ultimate in personalized financial consulting for clients who want white-glove, high-access partnership—without asset-based fees, commissions, or conflicted advice.
No AUM fees. No commissions. No conflicts of interest. Priority access, high-touch planning, and advocacy in key meetings when it matters.
Designed For High-Stakes Complexity
White-Glove Priority
Priority support for urgent decisions, transitions, and time-sensitive financial needs.
More Meetings
Four personal planning meetings in your first year for deeper design and tighter execution.
Extended Availability
Availability beginning earlier in the day to accommodate complex schedules and global needs.
Meeting Attendance
Attendance service for estate, tax, or other professional meetings when advocacy is needed.
Pricing
Concierge Membership
The Ultimate in Personalized Financial Consulting
For clients who want a true partner at the table and proactive, high-touch service.
$25,000/year $6,500/quarter $2,250/month
- Everything in Core membership.
- 4 personal planning meetings in your first year.
- Extended availability (7am–8pm).
- White-glove priority support for urgent matters.
- Meeting attendance service for estate, tax, or other financial professionals.
Concierge is best for high-complexity households or executives with frequent, high-impact financial decisions.
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