10th Venture Partners

Pricing + Services

 

Pricing + Services

 
 

Financial planning services starting at $125/hour.

Our Fiduciary Statement »

 

Portfolio and asset management

Variable hourly rate — We will review your already existing, or create an ideal investment mix, matching investments to objectives, asset allocation for individuals and institutions, and balance your risk against performance. We will identify strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize your returns.

Education/college funding

$125/hour — Perhaps the biggest advantage we offer is that we become familiar with your goals and your risk tolerance. Personalized recommendations are helpful because the plan will be catered to match your individual preferences.

We will assess your situation, narrow down the choices, and then make recommendations based on those plans. You’ll be able to compare the potential of each plan and the time frame of the investments to find the best solution.

Tax planning - 

Personal: $175/hour We work with our CPA team to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible.

Estate planning

Business: $250/hour  In addition to advising on wills and trusts, We help our clients plan for the efficient distribution of their assets at death. We stay abreast of changing state and federal laws regarding marital deductions, charitable giving, and gifting to non charities.

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Retirement planning

Variable hourly rate We will identify your retirement income goals and the actions and decisions necessary to achieve those goals. We will identify sources of income, estimated expenses, assist in implementing a savings program and managing assets.

Portfolio and asset management

Variable hourly rate  We will review your already existing, or create an ideal investment mix, matching investments to objectives, asset allocation for individuals and institutions, and balance your risk against performance. We will identify strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize your returns.

Cash flow expense planning

Personal: $125/hour — A cash flow plan shows the sources, amounts and timing of income and expenses. It shows when major expenses will come, when you will need credit and when you can plan for other major expenses. A cash flow plan is usually for one year, but it can be for any time period you choose.

Business: $175/hour We create business forecasts short & long term business expenses against the projected incoming cash. It allows you to anticipate trouble by creating a cash flow cushion, for unexpected expenses. Budgeting your personal finances and saving for a rainy day, follows the same principles as Cash Flow Planning.

Insurance and risk management

Personal: $125/hour The identification, assessment, and prioritization of risks, followed by coordinated and economical application of resources to minimize, monitor, and control the probability and/or impact of unfortunate events or to maximize the realization of opportunities.

Business: $175/hour  The identification, assessment, and prioritization of risks, followed by coordinated and economical application of resources to minimize, monitor, and control the probability and/or impact of unfortunate events or to maximize the realization of opportunities.