Nancy K. Weeks Associates, LLC (NKW) is a financial planning firm that specializes in helping clients with their overall financial lives. NKW offers comprehensive financial planning, which includes ongoing monitoring of financial goals, overseeing investment managers, and coordinating with other advisors for cash flow and risk management needs. NKW does not manage investment accounts but assists in selecting third-party managers and brokers. NKW tailors its services to individual client needs, gathering financial information to provide customized plans.
Fee Structure
NKW offers financial planning services on a fixed retainer fee basis. The fees are negotiable and depend on the time spent, the complexity of your situation, the amount of research, services requested, and staff resources. After completing a financial plan, you can choose to have NKW help implement the plan and provide ongoing services for a fixed fee, estimated at 0.25% of your net worth annually, divided into four payments. This fee covers ongoing monitoring of accounts, quarterly reports, periodic meetings, and communication with other advisors.
NKW offers financial planning services on a flat fee basis. The typical comprehensive plan ranges from $10,000 to $30,000. Hourly rates range from $450 to $600 per hour, billed for subsequent plans or extensive plans involving private equity, alternative investments, options modeling, concentrated stock positions, and complex estate planning illustrations.