Fee Structure

Fees are flat- fee project based according to the amount of investment assets and the complexity of the project. For clients with under $2 million, the initial comprehensive plan includes portfolio design, a “To-Do List”, and retirement projection is between 10-20 hours at ($5,400 minimum to $7,500). Annual reviews are similar.

For clients whose investment assets are $2 million and higher, the fee for a comprehensive plan and retirement projection (include portfolio design and a “To-Do List”) is between $7,500 - $9,500. Annual reviews are similar.

We estimate a project fee in advance based on work required. Clients receive objective advice that fits their situation.

Payment is due upon completion of the work for a single meeting; otherwise 1/2 of the estimated fee is due up front, with the balance due upon completion of the project.

What Services Are Offered?

• Full Comprehensive Financial Plan

• Retirement Projection

• Annual Re-Balance for Planning Clients

• Hourly Advice (2 hour minimum up to three hours) on a specific limited issue at $450/hour

Disclosures
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Irene J. Dabanian, Principal, IJD Evergreen Financial Services or her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its’ accuracy or completeness. All information and ideas should be discussed in detail with your individual Advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through IJD Evergreen Financial Services, a Registered Investment Advisor in the State of Washington.

This website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Washington or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Washington and certain other states.

The information on this website is advertising material and is for general information purposes only.