We offer different plans depending on your needs, whether you prefer to manage everything on your own, or have some guidance. New plans require an initial set up fee of $499.
Basic Plan: $10/month or $99/year
We simply set up your Trust and brokerage account. the rest is for you to manage.
- Trust Registration
- Brokerage Account Registration
- Annual Maintenance
Serviced Plan: $15/month or $149/year
You still own your 401(k), but we assist with recordkeeping and taxes.
- Trust Registration
- Brokerage Account Registration
- Annual Maintenance
- Recordkeeping
- 1099-R form filing
Large Asset Plan: $35/month or $349/year
For accounts with over $250,000, we manage additional tax forms you need.
- Trust Registration
- Brokerage Account Registration
- Annual Maintenance
- Recordkeeping
- 1099-R form filing
- Form 5500 filing
