PROFESSIONAL SERVICES & FEE SCHEDULE

Financial planning is handled collaboratively with each client, and the process will indicate areas of strength and areas open to the benefit of improvement. After assessing a client's situation, Ms. Messmer will suggest the best solutions and most responsible course of action for the desired results. All financial plans are updated at least annually or more frequently, if needed.



 

Comprehensive Financial Planning includes:



Cash Management



Risk Management



Investment Management (Wealth Accumulation & Preservation)



Retirement Planning Tax Planning



Estate Planning



 

Christine Messmer, P.C. is the Registered Investment Advisor (RIA) firm owned by Christine Messmer, CFP®. As a fee-only firm, compensation is limited to the fee charged for services.

 

Guided by an in-depth understanding of a client's financial situation, she will professionally manage investment assets. Investment planning and management is necessary to address short-term and long-term goals. Her primary and ongoing goal is to provide clients with objective advice, knowledge of investments, clear explanations, and the highest level of service.



 

FEE SCHEDULE



 

Hourly Rate: $250.00



Retainer Fee Rate: Starting at $1,000.00 per quarter, paid in arrears.



 

Note: Hourly fees are generally used in the beginning of the relationship and may be used on an ongoing basis. Retainer fees are subject to a cost-of-living adjustment.