This brochure does not explicitly state the AUM fee structure. It mentions that clients transitioning from GS PFM may have different fee arrangements. The brochure also mentions negotiated fees and different service offerings that may differ among clients. Financial Wellness programs may be provided to clients without a Corporate Partner relationship. Clients who have received Financial Planning services paid by a Corporate Partner, but are no longer affiliated with a Corporate Partner, are generally eligible to receive similar services on a self-pay basis and may be required to execute new agreements with different fee schedules and services.
200 West Street, New York, NY, 10282
Get directions