Services
Choose How You Work With Us
Education:
Fierce Fiduciary Academy*
(under construction)
- OBSERVE: Learn how to identify relevant information to your situation
- ORIENT: Learn how to make that relevant information useful.
- Access to our private Facebook Group for content and online discussion.
- Regular group video-conferences for live, interactive Q&A.
* This service is for educational and informational purposes only. No individual investment advice is included in this service.
Collaboration:
1-on-1 Planning
and Advice
- OBSERVE: Identify the relevant information affecting you and your financial goals.
- ORIENT: Understand how to make that relevant information useful to you.
- DECIDE: Create a prioritized list of actions to improve your progress toward your specific financial goals.
- Access to our online planning and account aggregation software.
- 1-on-1 meetings quarterly or as needed.
Delegation:
Proactive Planning and Investment Management
- OBSERVE: Identify the relevant information affecting you and your financial goals.
- ORIENT: Understand how to make that relevant information useful to you.
- DECIDE: Create a prioritized list of actions to improve your progress toward your financial goals.
- ACT: Investment Management and proactive planning, aligned with your: (a) Preferences, (b) Risk Tolerance, (c) Unique Goals, and (d) Timeless Principles of Successful Investing
Fierce Fiduciary Academy Fee
- $40 per month or
- $400 paid annually (a 20% discount)
1-on-1 Planning and Advice Fee**
- $400 per quarter, with a commitment of four quarters.
** Extraordinary complexity and/or extraordinary travel expenses will require us to charge additional negotiable fees.
Proactive Planning and Investment Management Fee & Minimums***
- $500,000 minimum managed assets per household
- Advisory fees begin at 1.25% (billed quarterly in advance), and drop to 1.00% at $1 million. Fees are negotiable above $1.5 million managed.
- No transaction fees or commissions.
*** Does not include expenses and fees built into exchange-traded funds, mutual funds, or other investment holdings. Does not include costs from outside sub-managers.
For more information about our firm and the services we offer, please send us an email or call. We welcome the opportunity to speak with you.
advisors@athenaprivatewealth.com | (847) 299-8877