Investment fees are based on the following annual retainer or per project basis: 

• Financial management services can range from $25,000 to $50,000 per year
• Business Advisor services begin at a $6,000 per year
• Special projects begin at a base minimum of $2,500 

Payback period should be less than one year.  Investment fees are based on an hourly work effort, business acumen of client, complexity of the assignment and travel requirements.

Meetings and review of work effort are normally completed at either the client’s commercial office or at an agreed upon location.

From planning to execution, we are here to help you succeed!