POLLEY FAMILY OFFICE
POLLEY FAMILY OFFICE

Service Level Options

Bronze

Bronze

Bronze

  • Annual CIQ/MAP Planning
  • Up to 3 Planning Priorities





Monthly Fee - $250+

Silver

Bronze

Bronze

  • Annual CIQ/MAP Planning
  • Up to 3 Additional Strategy Meetings
  • Up to 6 Planning Priorities
  • "12 Months of Proactivity" Education Webinar Program


Monthly Fee- $500+

Gold

Bronze

Gold

  • Annual CIQ/MAP Planning
  • Strategy Meetings as Needed
  • Planning Priorities as Needed
  • "12 Months of Proactivity" Education Webinar Program


Monthly Fee  Tailored

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  • Service Levels

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