Specialties
We help clients clarify their goals and plan for their future. Jacob Rothman, CPA, CFA, CFP(r) works with clients to create a financial life plan and to implement that plan with a portfolio that matches each client's individual needs. A comprehensive financial plan comes for a one-time fee of $2,500. Ongoing financial coaching is $4,000/year for those who want to continue to manage their own investments. We invest for our clients on a fee-only, discretionary basis as a fiduciary manager. The Investment Management fee is 1% of assets under management per year.