CORE LEVEL PLAN
$425.00 per month
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Once you subscribe, we will place a new order with this product every month. You will be automatically charged $425.00 for each order. You can easily manage your subscription or cancel it anytime with no additional charges.
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CORE LEVEL PLAN
Product Details
Core Membership
Dedicated advisory for sophisticated investors who want a financial partner—without asset-based fees, commissions, or conflicted advice.
No AUM fees. No commissions. No conflicts of interest. More access, deeper planning, and a dedicated advisor assigned to you.
Why Clients Choose Core
Dedicated Advisor
A consistent point of contact who understands your full picture and stays with you as life evolves.
Extended Access
Support hours extended into the evening to better match real schedules and real complexity.
Tax Filing Review
Independent CPA tax filing review available upon request for additional confidence and accuracy.
Equity Compensation
Employer stock and equity planning support for complex compensation structures.
Pricing
Core Membership · Most Popular
Dedicated Advisory for Sophisticated Investors
Ideal for clients seeking a long-term partner for high-impact financial decisions.
$5,000/year $1,500/quarter $425/month
- Everything in Basic membership.
- Guaranteed dedicated advisor exclusively assigned to you.
- Extended support hours (9am–8pm).
- Independent CPA tax filing review when requested.
- Employer stock & equity planning, including complex compensation structures.
Core is designed for households with higher complexity and higher decision volume.
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