| Service/Item | Planning + Investment Management | Retirement Planning, Only |
|---|---|---|
| Cost | 0.5% of household assets, up to $2 million (then no further charge) | $3,900 per year, prorated for actual length of engagement |
| Investment management | Yes | No |
| Financial planning | Yes | Yes |
| Unlimited calls/emails | Yes | Yes, during engagement period |
| Access to technology tools | Yes | Yes |