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Elite Engagement
The world and your life will continually change…
Your plan should evolve accordingly
On an ongoing basis, the Elite Engagement reviews priorities, charts progress toward goals, and explores new opportunities to exploit.
Elite Engagement
Annual plan review which is an opportunity to check in on the progress you’ve made. We will also plan for, and around, any changes to your life. The materials you can expect to receive as a result of this review are:
- Vision Link Report
- Updated Project Calendar
- Comprehensive Investment Portfolio Review
Access to our comprehensive financial planning software. Your personal website will serve as the hub of our engagement and allow for:
- Secure File Sharing
- Collaborative Planning
- Real Time Updates To Your Financial Plan
Unfettered, on demand, email access to a CERTIFIED FINANCIAL PLANNER ™ to address concerns like:
- “My employer is paying me in stock options. What does that mean?”
- “My family is growing and we need a new home. How much can we afford to spend?”
- “I got a new job. What should I do with my old 401(k)?”
A quarterly performance and allocation report** for assets managed by The New Wealth Project*. Being able to track your progress is imperative. Our quarterly report is designed to:
- Transparently keep you up to date on “how you’re doing”
- Clearly reflect investment related activity including advisory fees
- Display the components of your investment portfolio in a concise, easy to understand way.
The cost for ongoing financial planning and asset management services is based on the assets The New Wealth Project manages directly, to which the fee schedule below applies.
| FIRST $1 million of assets | .75 % | |
| NEXT $1 – $2 million of assets | .60 % | |
| NEXT $2 – $3 million of assets | .45 % | |
| NEXT $3 – $5 million of assets | .30 % | |
| Above $5 million | .10% | |
| *Annual minimum fee of $2,500 | ||
*Annual minimum can be paid as an asset-based fee, a subscription-based agreement, or a combination of the two.
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Investment Advice offered through FC Advisory, LLC, a registered investment advisor doing business as New Wealth Project
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