Wellness of Financial Life
provided by
Trillium Square Advisors LLC
D4HI Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.
About Trillium Square Advisors LLC:
Fee schedule:
Service | List price | D4HI Member discount |
---|---|---|
Financial Consultation | $ 295 per hour | 20% |
Financial Planning (1 year subscription) |
$ 330 per month | 20% |
Investment Management | 0.59% to 1.19% of assets under management |
20% |
Wellness of Financial Life
Case Study
To receive more information about Financial Planning and Wealth Management services, please fill the following form: