Your Future’s

Looking Bright

We offer three Integrated Advisory Services – Financial Planning, Tax Services, Investment Management.

Our services are provided by a single team – to help you accomplish your financial goals. You decide which ones you need.

Do you need Financial Planning?

Financial Planning Services

Would you like some clarity on your increasingly complicated financial picture? To us, financial planning is the foundation for everything we talk about. We start with identifying your goals and discussing the best ways to accomplish them. We’ll help you navigate it all: your net worth, cash flow, investments, taxes, budgets, insurance, employer benefits, banking, credit cards, loans, options, Social Security, and more. View sample financial plan.

Estimated Cost for a Single Client

$2,400 per year (paid monthly)

Estimated Cost for a Couple

$3,000 per year (paid monthly)

Add Integrated
Tax Services?

Stand-alone tax services through Northbrook Tax & Accounting are available at a discounted monthly subscription fee.

Financial Planning with Integrated Tax Services

Anyone who has been the middleman to people who aren’t on on the same page knows what it’s like to work with a financial advisor and accountant separately. We believe that by bundling these services, we can save you time and money while offering you better advice toward your goals.  To us, tax planning is part of financial planning; the two need not be separate.

We offer comprehensive and thoughtful tax planning and compliance services through Northbrook Tax & Accounting. Our experts help you plan and file individual federal and state income tax returns as well as business returns for self-employed individuals. 

Estimated Cost for a Single Client

$2,800 per year (paid monthly)

Estimated Cost for a Couple

$3,720 per year (paid monthly)

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Need Investment Management?

Investment Management Services

Performance, fees, asset allocation, active management, passive ETFs… it goes on and on and on. We can help! We listen to your current financial situation and what you would like to accomplish in order to structure a long term, diversified strategy that best fits your personal long-term financial plan. We work to anticipate the market and evolve your portfolio to reflect the ever-changing market while you achieve financial security. View sample investment policy.

Estimated cost of a single/couple with $250,000 of investable assets:

$2,500 per year paid quarterly (see AUM fee schedule)

Estimated cost of a single/couple with $1,000,000 of investable assets:

$8,750 per year – paid quarterly (see AUM fee schedule)

Fee Schedule for Investment Management:

Assets Under Management: Annual Fee
Up to $500,000 1.00%
$500,001-$1,000,000 0.75%
$1,000,001-$3,000,000 0.50%
Over $3,000,000 0.25%

 

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