We offer 2 engagement alternatives:
Our innovative subscription model (PlanNow) and a Traditional Wealth Management option
Many clients want more than just a one-time financial plan or short-term advice. PlanNow includes ongoing guidance, implementation, monitoring, and education to help you stay on track. Asset management is optional.
Ranges based on complexity
Optional asset management (billed at 0.45%/year)
• 12 month minimum engagement
• First 3 months payable upfront
For those who prefer a traditional approach, we offer bundled package of both hands-on financial planning and personalized investment management.
AUM fee billed quarterly
We are a fee-only independent investment advisory firm. This helps us to avoid many of the traditional conflicts of interest inherent to the financial services industry. A fee-only advisor is paid directly by the client and will not receive any other form of compensation from any third party (broker/dealer, insurance company, mutual fund family, etc).
Being a fiduciary allows us to be true advocates for our clients.
Helping busy professionals simplify their financial lives
2603 Camino Ramon, #200
San Ramon, CA 94583
925-271-9331
paul@collabriacapital.com
A quick call that gives us a chance
to see if we're a good fit to work together