Schedule an Appointment
Approach your financial future with confidence
We Are Here to Help You
You deserve much more than a cookie-cutter financial plan.
Our strategic, personalized approach is best tailored to clients who:
- Want a plan that outlines what comes next and how
to stay on track with all aspects of their finances - Want to strike a balance between taking care of
their family, retiring, and enjoying their free time - Understand the value of a comprehensive
partner and want to do things the right way
Our Transparent Fee Structure
We want you to be comfortable with our fees before we
connect in our introductory meeting
Financial Planning
Initial setup fee: $2,000-$5,000*
Quarterly retainer: $750-$1,500*
* Price varies based on complexity
* Retainer fees waived if we manage $1M or more in investments
Tax Preparation is an add-on service with an additional fee
Investment Management
First $5 Million: 0.25% fee per quarter*
Over $5 Million: To be discussed & planned
* Billed in arrears
A Cohesive Process to Reach Your Goals
1
STEP 1
Introductions
We offer flexibility with our first meeting, offering two types of consultations to best meet your needs:
Discovery Meeting
If you’re looking for ongoing, long-term financial services, we’ll start with a complimentary discovery meeting to get to know you better.
We’ll review your current financial situation, explain our services, and provide you with the exact costs based on your needs.
Please note no specific financial advice is given in this meeting.
Hourly Consultation
If you’re not quite ready for a long-term partnership, we offer hourly consultations for $350/hour.
In this meeting, we’ll provide professional advice to address a specific financial concern you have.
Please note that no written recommendations are provided.
2
STEP 2
Plan Implementation
If you are ready to move forward with our services, we will onboard you with your own personal finance website, gather financial data, start implementing your personalized financial plan. This includes opportunities to get organized now, updates to better align your investments and accounts with your goals, and ways to keep you on track in the long run.
3
STEP 3
Ongoing Updates & Check-Ins
We’ll have quarterly check-ins to review your progress, discuss how your goals may have changed, and identify what is needed to align your financial plan with your ideal future. We’ll manage any updates that need to be taken care of, to make sure all aspects of your finances line up with your future.
Prefer to Reach Us Directly?
Send us an email at
info@uniquefinancialadvisors.com
Call us at (732) 615-0380
Frequently Asked Questions
What Is Your Fee Structure?
Comprehensive financial planning is a flat fee service, with an up-front fee followed by an ongoing quarterly fee (starting from quarter 2). Investment Management is charged as a % of assets we manage – payable quarterly in arrears. If these continuous services are not right for you, we offer several one-time services which are priced per service. To learn more about our fees, please visit our PRICING page.
Are you a fiduciary?
Yes we are. As a fiduciary, fee-only financial advisory firm, we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is you! This means that you as the client will always come first and we will have no incentives beyond providing you with the best possible service.
Do you have custody of our assets?
No we do not, the assets are held at our custodian partner, Charles Schwab, in your name. You and you ONLY have full access to your accounts. In order for us to manage your portfolio, you will provide us a limited access to your accounts which enables us to trade on your behalf and to collect our fees when they are due.
My financial accounts are scattered. Will you help consolidate them?
Absolutely. We not only help you with recommendations of how to consolidate, we will help you with all the necessary paper work to facilitate the transfers as required.
