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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