At CONA Wealth we believe in the extraordinary value of high-quality financial advice. We also believe in transparency and simplicity when it comes to what our services cost. As such, we have tried to create a fee schedule that aligns with these beliefs.
Financial Planning + Investment Management
New clients pay a one-time initial strategy fee of $1,200. (Note: We don’t collect this fee until you are 100% satisfied with your financial plan.) This fee includes a personalized financial dashboard, a net worth statement, and a formalized financial plan including an executive summary and action item checklist.
Clients wishing to retain our services for an Ongoing Financial Planning Engagement pay a financial planning fee of $200 per month (waived for the first three months) and a discounted investment management fee of 0.95% (normally this fee is 1.50%) per year. The financial planning fee can be paid by check, ACH, or credit card. It can also be deducted directly from a managed investment account in most cases. The investment management fee is prorated and billed directly against your investment accounts on a monthly basis.
There is no long-term commitment and you can cancel anytime in the event that you do not feel you are getting value from our services.
Investment Management Only
We do not typically handle “investment only” clients, however we do make exceptions in certain circumstances. Fees for investment management are negotiable based on the size of your account. For further information, please contact us and we will provide you with our standard AUM fee schedule and an outline of the criteria we use to determine if an investment-only client is a good fit for our firm.
Other Compensation
As a fee-based financial planning firm, our primary compensation comes directly from fees paid by our clients. In addition, properly licensed advisors can receive compensation from the sale of insurance and other products.