Intersecting Wealth
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
The intersection of financial planning, investment management, and life plans for high performers.
Services
- Equity Compensation
Pricing
- Hourly Rate — $350–$500/hour
- Flat Fee — $5,000–$25,000 one-time
- One-Time Planning Fee — $3,500 one-time
- AUM-Based Fee — 1% of AUM