We are flexible in how we engage.
We can work for clients in several ways. That can be providing a service for a fee, working on retainer, or in a more traditional role as your financial advisor. Our goal: is to add value.
Please see the most common options for how we engage with clients below.
How to Work With Us
Project Based
One-time fee that ranges between $2,500 and $7,500+ based on the scope of the project; the amount of time it is expected to take and the level of complexity.- Account Data Aggregation
- In-depth Financial Plan
- Personalized Action Plan
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Retainer
This is an annual contract that is normally priced at $5,000 per year. This is a comprehensive financial planning arrangement, where we provide quarterly investment updates, but do not manage your portfolio directly.- Account Data Aggregation
- In-depth Financial Plan
- Personalized Action Plan
- Investment Review & Analysis
- Quarterly Meetings
- Full Access to our Team
- 24/7 access to www.channelwealth.com
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Wealth Managment
We provide ongoing financial planning and wealth management advice, in addition to managing your portfolio of investments. What we provide:- Account Data Aggregation
- In-depth Financial Plan
- Personalized Action Plan
- Investment Review & Analysis
- Quarterly Meetings
- Full Access to Our Team
- Detailed Investment Advice
- Ongoing Financial Planning
- Institutional Wealth Management
- Action Plan Implementation
- Pro-active Plan and Investment Monitoring
- 24/7 access to www.channelwealth.com
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GET STARTED
3700 State St, Suite 240
Santa Barbara, CA. 93105
805-898-0893
8:30a - 5:00p
Monday-Friday
