FAQ

Frequently Asked Questions

  • What is a Fee-Only advisor?
  • What is a Fiduciary?
  • Can I work with you if I don’t live in Michigan?
  • Why do I need a financial advisor?
  • How do I know if Ametrine is the right fit for me?
  • What can I expect during an initial consultation?

Wealth Management

Services Include Investment Management & Financial Planning

There is no charge for an initial consultation. Fees are assessed on a quarterly basis in arrears based on a percentage of assets under management. The minimum fee for this service is $1,250 per quarter. If your assets are currently below $500,000, we recommend starting with our One-Time Financial Plan option.

Enter the estimated assets you have available for us to manage on your behalf (i.e. enter 250000 for $250,000).

This is your estimated annual fee based on the asset value you entered above. As a reminder, this fee includes Financial Planning & Investment Management.

One-Time Financial Plan

You will receive a comprehensive written report with tailored recommendations and actionable steps. The cost of this service ranges from $2,000 to $10,000 based on the complexity of your financial situation.

Payment is divided into two installments, with half due upfront and the remaining half upon plan delivery.

Upon completion, if you would like to continue on with us as a Wealth Management client for ongoing financial planning and investment management, your initial fee for the One-Time Financial Plan will be credited towards the first year's Comprehensive Financial Planning fee.