Our Comprehensive Wealth Planning Program is provided to clients for a flat, fixed fee on an ongoing, annual basis.
Concordia’s team determines the fee based on a client’s net worth, income and the projected complexity of the client’s planning. The fee is then discussed and negotiated with the client, and is charged annually for the period agreed upon. At the end of the agreed period, net worth, income and complexity of planning are reviewed with the client, a new fee and program length are agreed upon and the cycle begins all over again.