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| Service | Sub Service | Average Price Range (USD) |
|---|---|---|
| Retirement Planning | Retirement Account Setup |
$200 - $500
Call to Book
|
| Pension Fund Management |
$300 - $600
Call to Book
|
|
| Retirement Savings Strategy |
$150 - $350
Call to Book
|
|
| Investment Management | Portfolio Assessment |
$250 - $500
Call to Book
|
| Investment Strategy Development |
$300 - $700
Call to Book
|
|
| Asset Allocation Advisory |
$200 - $400
Call to Book
|
|
| Financial Planning | Personal Financial Consultation |
$150 - $300
Call to Book
|
| Tax Planning Services |
$200 - $400
Call to Book
|
|
| Estate Planning Advice |
$250 - $500
Call to Book
|
|
| 401(k) Services | 401(k) Plan Design |
$500 - $1,000
Call to Book
|
| 401(k) Administration |
$200 - $400
Call to Book
|
|
| Employee Education Workshops |
$300 - $600
Call to Book
|
|
| Client Support | Ongoing Account Management |
$100 - $200
Call to Book
|
| Responsive Client Communication |
$50 - $150
Call to Book
|
|
| Financial Updates and Reports |
$100 - $250
Call to Book
|
 
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