"Life is pain, highness. Anyone who tells you differently is selling something." - William Goldman, The Princess Bride

Fortunately, we find ourselves in the position of offering our expertise and value, enabling us to embrace a more positive outlook. We want to assure you that while life may not be pain, uncertainty about what you're paying for can certainly be! Our professional services revolve around the ABCs and T of value, delivering substantial advantages to the nurses we work with:

 

A

Active Rebalancing and Investment Management

B

Behavioral Coaching

C

Customized Experience

T

Tax Management

 

Our custom crafted N.U.R.S.I.N.G. plan is designed to take advantage of the ABCs and T of value.

 

 

If you decide to proceed with implementing your N.U.R.S.I.N.G., for most clients we apply an annual asset-based management fee.  Please refer to the tables below for a clear breakdown. Our commitment is to always provide more value than we charge, and our cost structure reflects this principle.

Assets Under Management

Wealth Management Cost   

 

Under $50,000

1.15%

 

$50,000-99,999

1.15%

 

$100,000-$199,999

1.10%

 

$200,000-$249,999

1.10%

 

$750,000-$999,999

1.00%

 

$1,000,000-$1,999,999

.95%

 

$2,000,000-$4,999,999

.85%

 

$5,000,000

.6%