Fees

Investment Management:
For clients who establish an ongoing management agreement with Vaerdi LLC the fee is based on a percentage of assets under management. Our minimum annual fee is $500.
Accounts within the same household may be combined for a reduced fee.

Hourly:
This is ideal for clients who only have a few questions or need a second opinion on a current financial plan.  Our hourly rate is $85

Project Based:
A fixed price based on a specific scope of work.  This is ideal for clients who has a specific project or planning need, for example a retirement analysis and plan, a full comprehensive financial plan or a risk and insurance analysis.

Monthly Retainer:
The final option is to pay a monthly fee for ongoing financial consultation. This is ideal for businesses and individuals with ongoing financial needs. This allows clients to call or write an e-mail with questions at any time without incurring an hourly charge.