We provide comprehensive Wealth Management (Financial Planning, Investment Management, and Tax Services) to Expats in the U.S. and U.S. Expats worldwide.
Single $300 /month*
Couple $400 /month*
Initial Fee $1,500
Comprehensive Financial Planning encompasses all areas of each individual or family’s finances.
Comprehensive Financial Planning addresses all issues arising in our client’s financial lives including:
■ Emergency planning
■ Insurance planning (we do not sell insurance)
■ Income tax planning
■ Goals-based planning
■ Investment planning
■ Education planning
■ Retirement planning
■ Estate planning
There are no minimums required for this service.
If you have investments, such as your company 401(k), we do not require that we manage those assets or that you transfer assets.
*Fees are billed monthly or quarterly. Fees quoted are for typical individuals and couples. Clients with highly complex multi-jurisdictional multi-entity planning needs may be advised of higher fees.
|Account Value||Annual Fee*|
|$0 – $500,000||Included|
|$500,001 – $1MM||0.8%|
|$1MM – $3MM||0.6%|
Investment management services are offered exclusively for Hibernian’s Comprehensive Financial Planning clients.
This service is provided in conjunction with one or more of Hibernian’s custodian and/or sub-advisor providers.
These providers are, in alphabetical order, Betterment Institutional, Interactive Brokers, and TDAmeritrade Institutional. Provider fees, like any third party fee, are not included.
For more information on each provider please see the Providers Section on the About page.
*Fees are billed monthly or quarterly.
based on requirements
Tax advisory, tax compliance (including tax return preparation) services, and IRS tax representation services are available to Hibernian’s Comprehensive Financial Planning clients.
Tax compliance services may be included for some clients.
Services may be offered in conjunction with one or more partner firms. We are of course happy to work with existing advisers.
Services may include the following: 1040, 1040NR, 1120S, 1120, 1065, 8938, FinCEN 114 (FBAR), 3520, 3520-A, 5471, 8621 and 8865.
Please note however that many of these forms will require significant effort on the part of the taxpayer to provide the relevant information and will be billed on both time spent and complexity.
*Fees are determined and payable according to the terms of your engagement.