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Service Levels


Financial Education

Financial Coaching

Financial Planning

Wealth Management

Annual Fee*

$150 and Up per Month ($1,800 Annually, Paid Monthly)**
$350 and Up per Month ($4,200 Annually, Paid Quarterly)+
$667 and Up per Month ($8,000 Annually, Paid Quarterly)+


Integrated View of Investments and Bank Accounts


Track Spending

Planned Review Meeting Frequency




Annual Ad Hoc Meetings

Up to 2##

Up to 4


Phone and Email Support




Debt Management

Spending Plan/Budgeting

Student Loan Debt Reduction

Simple Goal Planning

Risk Management

Investment Management

Coming Soon

Qualified Employer Plan Investment Advice

Complex Goal Planning

Tax Planning

Tax Preparation

Additional Fee+++
Additional Fee+++
Additional Fee+++

Retirement Planning

Estate Planning

Estate Organization



Advanced Gifting Strategies

Retirement Plan Design Recommendations

Non-Qualified Retirement Plan Advice

Large Portfolio Management++

* All Fees are paid in arrears

** An additional one-time engagement fee of $250 is required at the beginning of the engagement

+ Other payment options are available

++Large Portfolios are those that contain $1.5 Million or more in assets including employer sponsored accounts.

+++Fees for Tax Preparation normally range from $200 to $600.

# Not available at all banks. MaxMyInterest charges a separate fee of 0.08% of your account balance annually (0.02% per quarter)

## All Financial Coaching meetings are virtual and held via video conferencing.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.