One Clear Fee. No Surprises.
$7,500 Flat Fee for The Hive Retirement Process™ consisting for 5-6 meetings over four months
The Hive Retirement Process™ is a flat-fee, planning-only retirement process designed to give you clarity. There is no obligation to ongoing investment management services or a long term commitment.
Our work focuses on the four areas that most directly determine your retirement success:
- Retirement Income
- Tax Strategy
- Legacy & Protection
- Investments
Our goal is simple: to help you make confident retirement decisions with clarity around income, taxes, and risk - before deciding what comes next.
FOR CLIENTS WHO WANT TO CONTINUE WORKING WITH HIVE RETIREMENT PLANNING:
Ongoing Wealth Management and Plan Implementation
After completing your scheduled Hive Retirement System™ process, clients may choose to continue working with Hive through an ongoing advisory relationship.
We provide ongoing financial planning with two dedicated meetings in the year, along with several other updates, while also managing your investments and implementing action steps such as Roth Conversions. For Ongoing Wealth Management, our fees transition to a percentage of assets under management (AUM).
Our AUM pricing is straightforward and transparent - no surprises, no hidden fees - and is designed to align our incentives with your long-term success.
The fee for Ongoing Financial Planning with Investment Management Services is a blended rate of these brackets:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.50% |
| $5,000,001 - $10,000,000 | 0.20% |
| Above $10,000,000 | Negotiated |