PROFESSIONAL SERVICES & FEE SCHEDULE

Take a Fresh Approach to Your Financial Future

Financial planning is handled interactively with each client, and the process indicates 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 lucrative yet responsible course of action for the desired results. All financial plans are updated at least annually or more frequently, if needed. Financial Planning areas include: Cash Management, Risk Management, Investment Management, Wealth Accumulation and Preservation, and Retirement, Tax and Estate Planning. 

Christine Messmer, P.C. is the Registered Investment Advisor (RIA) firm owned by Christine Messmer, CFPR. 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 addess 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

Basic Hourly Rate: $250.00

     - Financial Consultations

     - Used most often during the intial planning stage

     - May be used with some clients on an ongoing basis

Retainer Fee Rates:

Level One: Basic Financial Planning $300.00 to $600.00 per quarter (paid in arrears)

Level Two: Comprehensive Financial Planning $800.00 to $1,600.00 per quarter (paid in arrears)

Note: Retainer fees are subject to a cost of living adjustment.