Pricing Levels

Why different levels?

At Traditions, we believe in making financial planning simple, straightforward, and accessible to everyone. We offer different pricing levels aiming to help our clients grow and maintain a certain standard of wealth for themselves and for the next generation. These different levels have also been created so that younger generations of your family can participate alongside you.

Standard

Pay a flat fee for any of the services below. Prices range from $100 to $500 a month depending on the services needed1. No account minimum is required.

  • General Financial Guidance
  • Investment & Insurance Guidance
  • Financial Planning2
  • Estate Guidance
  • Legacy Planning
  • Financial Education

1Prices vary based on the level and scope of work. Discounts available for multiple services.
2Financial Planning is $200 for 12 months or a one-time payment of 2k for the year.

Premium

At the premium level, the investment management fee covers the services listed below. Certain services are offered at an additional cost. Account minimum is 250K for our Premium level.

  • Comprehensive Financial & Life Planning (included)
  • Trust & Estate Planning (included)
  • Investment & Insurance Management (included)
  • General Financial Guidance (included)
  • Personalized Financial Education Training for the entire family (Additional cost)
  • Legacy Planning (additional cost)

*Investment management fees range from 1% to 0.5% based on account size.

Legacy

The investment management fee at the legacy level covers all the services we offer. This is our all-inclusive package. Account minimum is 1M for our Legacy pricing.

  • Comprehensive Financial & Life Planning (included)
  • Trust & Estate Planning (included)
  • Investment & Insurance Management (included)
  • General Financial Guidance (included)
  • Personalized Financial Education Training for the entire family (included)
  • Legacy Planning (Included)

*Investment management fees range from 1% to 0.5% based on account size.