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Our Services


Wealth Management Clients

This service tier is for clients with wealth management needs in the $1,000,000 plus* range. Typical fee range for Wealth Management Clients is 1.2%-1.5% of AUM”

Services
Availability

Financial Planning

Financial Planning is comprehensive high-level planning that includes retirement, investment, risk, family, estate, education, insurance, and tax planning. Financial Planners act as a team captain when it comes to your financial plan. 

5 hours/year

Estate Planning

Estate Planning is specifically designed to maximize tax efficiency and ease of distributing an estate after death. Our professional estate planners draft documents such as Will's, Powers of attorney, Power of Appointment, Medical servicing documents and more. Legacy, gifting, transfer of wealth to the next generation.

50% of estate planning
and document preparation
(up to $1,000)

Tax Strategy and Preparation

Tax preparation, like estate planning, allows our clients to pay as little tax as possible while still fulfilling their legal obligation. We feel that paying tax is very important, but paying too much is not a good strategy.

Included
(up to $500/year
for personal taxes)

Money Management

Included


Additional Services, Information & Guidance

  • Annual performance/ planning review
  • Calling All Cars Alerts - when to add new money to accounts
  • 401k plan consulting available upon request
  • On-line account access
  • Monthly custodial statements
  • Quarterly analytical reports
  • Financial Concierge Service – Any question, any time, any subject (if we don’t know the answers, we’ll find the people who do)

* Minimum annual management fee of $9,000 must be paid prior to eligibility. Termination of relationship with ASFA also includes termination of any future payments by ASFA on behalf of client to Wealth Management Partners. 

 

Advisory Clients

This service tier is for clients with wealth management needs in the $500,000 to $999,999 range. Typical fee range for Advisory Clients is 1.3%-1.6% of AUM

Services
Availability

Financial Planning

3  hours/year

Estate Planning

50% of estate planning
and document preparation
(up to $1,000)

Tax Preparation

Avaliable

Money Management

Included

 

Additional Services, Information & Guidance

  • Semi-Annual performance/ planning review
  • Calling All Cars Alerts - when to add new money to accounts
  • 401k plan consulting available upon request
  • On-line account access
  • Monthly custodial statements
  • Quarterly analytical reports

The asset management fee allows us to subsidize part or all of the expense incurred when clients meet with our partners. The subsidy credit is not a guarantee that all expenses will be covered.

We receive no compensation from client / partner interactions and clients always have the right to use whomever they chose in their tax preparation, estate planning or financial planning needs regardless of affiliation with All Season Financial Advisors.

For questions related to the Wealth Management Offerings please see the FAQ section


Money Management Clients

This service package is for clients with assets under management in the $100,000 to $499,999 range. Typical fee range for Money Management clients is 1.5%-1.8% of AUM

Services
Availability

Financial Planning

2 hours/year

Estate Planning

Avaliable

Tax Preparation

Avaliable

MONEY MANAGEMENT

Included

 

Additional Services, Information & Guidance

  • Annual performance/ planning review
  • Calling All Cars Alerts - when to add new money to accounts
  • 401k plan consulting available upon request
  • On-line account access
  • Monthly custodial statements
  • Quarterly analytical reports