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Fees and Services

Recognizing that different clients have different needs we offer a variety of services.

 

Wealth Management. For those with investment portfolios in excess of one million dollars or small business owners and executives in large organizations.  Services include financial planning that addresses advanced charitable giving techniques, evalution of non-qualified retirement plans, development of self-employed retirement plans and tax efficient estate tranfser amongst others.  Additional services include investment management, tax preparation, estate organization and risk management.  Fees for Wealth Management start at $8,000 per year paid quarterly in arrears.

 

Financial Planning. Designed for those who have a solid nest egg and whose life involves moderate complexity, includes a comprehensive Financial Plan plus Investment selection, implementation and monitoring. Updates to both the Financial Plan and Investment Allocation are included and done as your situation changes. Fees for this service are based on the complexity of your individual financial situation and start at $4,000 per year (paid quarterly in arrears, other arrangements can be made).

 

Tax Preparation. CL Sheldon also offers tax preparation services. Tax preparation is billed on a “per form” basis and individual tax returns generally cost $200 and up.

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