Proposal Process and Pricing
First, we determine if there’s a good fit on both sides.
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Discovery Meeting
Maybe you have a specific question; maybe you have many questions; maybe you don’t know where to start. This is where you start. You tell us a little about you and we tell you a little about us in a half-hour video chat or phone call.
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Net Worth Illustration & Proposal
How can we help you, exactly? We sync your account data with our financial planning software and review each account to discuss where we may want to focus our time together, and we get crisp on your personal financial goals. After this meeting, we send you a custom proposal.
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Discussion & Decision
At this point, maybe you’re ready to go — or maybe you have some small questions, or maybe some big questions. Let’s exchange some emails or schedule phone call or Zoom, so that you feel confident in your decision either way.
Complimentary
We don’t charge for proposals, You’ll never be billed anything by surprise or without knowing.
Calm
We’ll never push you to make a decision when you’re not confident.
An Ongoing Relationship
We get to know you well. So when that new job does come through, or you close on the home we initially discussed when a down payment seemed a ways away, or you find out you’re expecting a new member of the family, we hope we earn the right to be one of your first emails to share the news so that we can update your plan and help you take your next steps confidently.
Pricing
| Assets Managed by RightWise | Annual Fee |
|---|---|
| All assets below $1,000,000 | 1.00% |
| From $1,000,000 to $2,500,000 | 0.75% |
| From $2,500,000 to $5,000,000 | 0.50% |
| All assets above $5,000,000 | 0.35% |
A minimum quarterly fee applies for our financial planning services. For clients with straightforward financial circumstances (e.g., only W2 income), that fee is $1,175 per quarter for a one-client household and $1,425 for a two-client household. For clients with more complicated needs (e.g., employer equity or stock compensation, small business owners, private investments), that fee is $1,675 for a one-client household and $1,925 for a two-client household. These quarterly minimums can be met either by investment fees (billed month), by cash payment, or a mixture of both.
Clients are not required to provide RightWise with assets to manage in order to receive our financial planning services; however, doing so will only reduce any cash bill for financial planning otherwise owed.
An onboarding fee of $1,000 for a one-client household or $1,500 for a two-client household is due one time prior to service commencement.
Tax filing is billed as a separate fee.
Please reference our Form ADV Part Two regulatory disclosures for full detail regarding our pricing.
We’re happy to answer any questions you may have
Learn more with a calm, complimentary discovery call with one of our advisors