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Gamma

If you are looking for a Fiduciary to provide peace of mind and simplicity this is the service for you.

 

Gamma Total Wealth Planning is a traditional, turn-key financial planning and asset management service. We offer all of your financial planning needs, along with customized investment management.

 

Includes Gamma Planning Premium offer, with financial planning pricing, plus AUM. VIP Call routing.

 

Grandparents with kid at cafe table

Typical Client

Retirees with multiple buckets of assets totaling above 250k, and wishes to simplify their finances, and delegate.

 

Newly widowed, or separated individuals who lack the proclivity of making investment decisions on their own and want professional help from a Fiduciary.

 

People who wish to create tax efficient, diversified, or socially responsible portfolios, and do not want to compromise on cost.

 

People who wish to have a successor Trustee appointment to manage assets on behalf of their heirs, should they be unable to do so.

 

Government employees nearing retirement who have unique retiree medical, social security coordination concerns about transitioning, and wish to establish a dynamic withdrawal strategy.

Quarterly Fee

Up Front Fee of $450
$ 450 / QTR
  • 25% Savings!

OR

Monthly

(6 Months Minimum)
$ 199 / mo
  •  

PLUS

Assets Under Management Fee

Account Balance 

$250k-500k

$500-1MM

1MM+

Fee:

0.95%

0.90%

0.85%

Comprehensive Financial Planning With Turn-key Discretionary Investment Advice and Implementation

Quarterly Fee

Up Front Fee of $450
$ 450 / QTR
  • 25% Savings!

OR

Monthly

(6 Months Minimum)
$ 199 / mo
  •  

PLUS

Assets Under management Fee

Account Balance 

$250k-500k

$500-1MM

1MM+

Fee:

0.95%

0.90%

0.85%

Account Balance 

 

$205k-500k

$500-1MM

1MM+

Fee:

 

0.95%

.090%

085%

Comprehensive Financial Planning With Turn-key Discretionary Investment Advice and Implementation

Interested? Help Us Help You With Our Onboarding Questionnaire.

 

Your input will assist me in gaining important insight into your current situation.

With that insight, I will be better prepared for our upcoming meeting.