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Fees and Services

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

 

Full Service including on-going Financial Planning and Investment Advice. Our most comprehensive service, 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).

 

Financial Plan Only. Our second tier service is for those who want to “do it themselves” but could use some initial guidance. The service includes a Financial Plan with general recommendations on strategic asset allocation. This service is billed on an hourly basis at the rate of $200 per hour. Most financial plans require 10 hours or more of work.

 

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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