Melanie A. Husk
AAMS™, AWMA™

Pricing schedule | 2019

1.Take Stock Check-Up

  • Hourly Rate: $150 to $250

  • 1-1.5 hour session

2.One-On-One Advising

Starter Package $1,500

  • 3 in-person sessions (1-1.5 hour)

  • Up to 1 hour of analysis

  • 10% discount

3.Annual Investment Management Fee: Starting at 1.25%

  • Minimum assets under management $75,000

  • Includes one-on-one financial planning

  • No annual account fees, no commissions

  • Unlimited, free trading

  • Low internal expense ratios

4.“Achieving Financial Independence” Educational Group Workshops: $999

  • Providing advice and accountability on all aspects of your financial plan

    • Financial foundation          

    • Risk management and protection

    • Investments & Markets

    • Tax strategies

    • Retirement planning

    • Estate & legacy

  • Interactive exercises and homework

  • 1 hr. one-on-one initial consult

  • 1 hr. one-on-one wrap-up session

  • (6) Educational lessons

  • (6) 30 min. accountability follow up calls

  • Guidance from top Subject Matter Experts in the city

  • 6 Month program

  • Networking