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Service offerings designed to meet your unique financial needs


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FINANCIAL PLANNING

For everyone who wants to better manage their personal finances. Financial Planning services are charged as a fixed fee, at $500/month, or $6,000/year. Note: Our Financial Planning service is offered at no additional cost to our Family Office clients.

Broadly, financial planning will address several areas, including (but not limited to) the following:

  • Basic Planning: including identifying financial goals, evaluating financial statements, cash flow management, financial counseling, and debt management.
  • Education Planning: including education needs analysis, education savings vehicles, financial aid, gift/income tax strategies, and education financing.
  • Insurance Planning: including evaluation of risk exposures, health insurance and health care, disability insurance, long-term care insurance, annuities, life insurance, property and casualty insurance, and insurance needs analysis.
  • Investment Planning: including planning for investment taxes. Services out of scope here, but covered in investment management, include incorporating investment risk, assessing investment returns, determining asset allocation, portfolio development & diversification, bond and stock selection, and alternative investment assessment.
  • Tax Planning: including factoring income taxes, taxation of business entities, taxation of trusts and estates, alternative minimum tax (AMT), tax reduction techniques, tax consequences of property transactions, passive activity and at-risk rules, and charitable/philanthropic contributions.
  • Retirement Planning: including retirement needs analysis, social security, medicare, medicaid, qualified plan rules & options, tax-advantaged retirement plans, plan selection for businesses, distribution rules and taxation, retirement income distribution, and business succession planning.
  • Estate Planning: consequences of property titling, strategies to transfer property, estate planning documents, gift and estate tax, sources for estate liquidity, taxation of trusts, marital deductions, intra-family & business transfer techniques, and estate planning techniques.
  • Other Planning: Buy vs. Lease a Car decision, Buy vs. Rent a Home decision, Credit card selection, Understanding Diamonds, Career Planning, Job Offer negotiation, Employee benefits selection, Saving for Travel, and Merging Finances.

If you're a current student (or recent graduate), check out MYRA Wealth for Students


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INVESTMENT MANAGEMENT

For individuals (and families), who seek investment management services only. Investment Management services are based on a percent of assets under management (AUM). Note: Our Investment Management service is offered at no additional cost to our Family Office clients.

  • 1.30% for $0 to $500,000 AUM
  • 0.85% for $500,000.01 to $1,500,000 AUM
  • 0.80% for $1,500,000.01 to $2,500,000 AUM
  • 0.75% for $2,500,000.01 to $3,500,000 AUM
  • 0.70% for $3,500,000.01 to $5,000,000 AUM
  • 0.60% for $5,000,000.01 to $7,500,000 AUM
  • 0.50% for $7,500,000.01 to $10,000,000 AUM
  • 0.40% for $10,000,000.01 to $15,000,000 AUM
  • 0.30% above $15,000,000 AUM

Example: A client with $1,000,000 in AUM would pay $10,750 on an annual basis or 1.075%.

AUM (Assets Under Management) includes both discretionary (e.g. Taxable Brokerage) and non-discretionary accounts (e.g. 401K plans), that are explicitly under our management.

If you're a current student (or recent graduate), check out MYRA Wealth for Students


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FAMILY OFFICE

For individuals (and families), who seek a comprehensive, fee-only, fiduciary financial planner to provide financial planning, investment management and tax preparation - all in one place. Family Office services are based on assets under advisement (AUA).

  • $542/month from $0 < AUA < $500,000
  • $719/month from $500,000.01 < AUA < $750,000
  • $895/month from $750,000.01 < AUA < $1,000,000
  • $1,250/month from $1,000,000.01 < AUA < $1,500,000
  • $1,583/month from $1,500,000.01 < AUA < $2,000,000
  • $1,917/month from $2,000,000.01 < AUA < $2,500,000
  • $2,230/month from $2,500,000.01 < AUA < $3,000,000
  • $2,542/month from $3,000,000.01 < AUA < $3,500,000
  • $3,417/month from $3,500,000.01 < AUA < $5,000,000
  • Custom from AUA > $5,000,000+

AUA is Assets Under Advisement, and includes all your US-based assets under our advisement, excluding your primary residence and personal items (e.g. Jewelry, Cars), unless explicitly under our advisement. This includes all your financial assets (e.g. brokerage, 401K, IRA, 529 Plan, PE/VC investments), and non-financial assets (e.g. equity value of rental / investment homes).

If you're a current student (or recent graduate), check out MYRA Wealth for Students


Add-ons

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