Your Money, Managed. Not Just Advised.

For high earners and business owners who want ongoing execution. Monthly check-ins, proactive tax strategy, and actual investment management.

Foundation Tier

GWM
Essentials

$6,000

for year 1

$4,500/year thereafter*

Quarterly meetings, comprehensive planning across all major life areas, and CFP® guidance when you need it.

Asset Management Encouraged. Additional fees:
< $2M: 0.9%
$2M — < $5M: 0.65% on full managed portfolio
$5M+: 0.5% on full managed portfolio

*Annual financial planning fee waived with $1M+ of assets under management.

See if we’re a fit

Full Service

GWM
Premier

$9,000

for year 1

$7,000/year thereafter*

Based on complexity

Asset Management Recommended. Additional fees:
<$2M: 0.9%
$2M — < $5M: 0.65% on full managed portfolio
$5M+: 0.5% on full managed portfolio

*Annual financial planning fee waived with $1M+ of assets under management.

All Essentials features, plus:

Additional meetings + faster response time

For managed accounts, we implement rebalancing, tax-loss harvesting, paperwork, etc.

Quarterly tax planning, ISO/AMT, 10b5-1 coordination

See if we’re a fit

Price

GWM Essentials

GWM Premier

Year 1

$6,000

$6,000

$9,000

$9,000

Year 2+

$4,500

$4,500

$7,000

$7,000

Personalized CFP® Professional Support

Personalized CFP® Professional Support

Kickoff Meeting

Intake Meeting

Plan Delivery Meeting

Annual Review Meeting

Additional Meetings By Request (Up to)

1
3

Dedicated CFP® Professional Email Support

Your Plan & Tools

Goal Setting and Funding

Financial Model

Interactive Plan with Action Items

Goal Setting & Prioritization

Cash Flow Analysis

Income and Expense Analysis

Cash Flow Optimiziation

Spending Plan Recommendations

Goal Tracking & Prioritization

Investment Planning

Risk Profile Assessment

Portfolio Analysis and Recommendations

Ongoing Portfolio Management
Additional fees apply.

Encouraged

Encouraged

Recommendend

Recommendend

Asset Location

Home Affordability

First Time Home Purchase Analysis

Keep vs Sell Analysis

Retirement Planning

Income Needs Analysis

Distribution Strategy

Projections and Simulations

Retirement Plan Consolidation

Tax Planning

Investment Accounts Tax Optimization

Tax Loss Harvesting

Tax Projections & Analysis

Review of Prior Tax Return

Roth Conversions (including Backdoor & Mega Backdoor)

Tax Filing

Tax Prep Credit

*Credit valid with our preferred partner, Redwood Tax and Consultants

Tax Prep Credit

*Credit valid with our preferred partner, Redwood Tax and Consultants

Tax Prep Credit

*Credit valid with our preferred partner, Redwood Tax and Consultants

$275

$275

$450

$450

Coordination with client’s tax preparer of choice

Real Estate Planning

Mortgage Refinance/Recast Analysis

Property Analysis

Real Estate Diversification

Rental Property Cash Flow Analysis

Real Estate Tax Optimization Strategies (1031 exchange, cost segregations)

Equity Compensation

RSU / RSA Strategy

Previous Employer Equity Compensation Strategy

NSO and ISOs Exercise Projections

Equity Tax Projections

Tender Offer Evaluation

83b Election Planning

10b5-1 Trading Plans

Education Savings

Education Funding Strategy

Student Loan Analysis

In-State vs Out of State College Analysis

Private vs. Public College Analysis

Private K-12 Cost Planning

Prior-prior Year Tax Strategy

Estate Planning

Evaluation of Existing Estate Plan

Revocable Trust Creation*

Last Will & Testament Creation*

Power of Attorney Creation*

Advanced Health Care Directive Creation*

Managing Beneficiary Designations

Support Funding Your Trust

Attorney Support

Mobile Notary

Deed Transfer

Insurance and Other Planning

Employee Benefits Analysis

Life Insurance Review and Analysis

Property and Casualty Insurance Review

Disability Insurance Planning

Long-Term Care Planning

The Results Speak For Themselves

Here's what our clients say.

My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!

Brittany B. - Savannah, GA

I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.

David K. - Rochester, NY

The Results Speak For Themselves

Here's what our clients say.

My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!

Brittany B. - Savannah, GA

I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.

David K. - Rochester, NY

The Results Speak For Themselves

Here's what our clients say.

My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!

Brittany B. - Savannah, GA

I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.

David K. - Rochester, NY