Creative Planning Private Wealth Management

RATES AND TERMS
 

Rates and Terms

Rates are quoted by the hour and are billed in 15-minute increments, with a two-hour minimum per project. An estimate of the time required to complete a project will be provided. A signed contract outlining the details of the project is required prior to beginning any work.

Routine office expenses will be incurred by CJVBS. Additional expenses (postage, specialty office supplies or stationary, printing and shipping costs) will be billed to the client. Copies of receipts will be provided.