1<!DOCTYPE html> 2<html lang="en" class="no-js"> 3<head> 4<meta charset="utf-8"> 5<meta http-equiv="X-UA-Compatible" content="IE=edge"> 6 7<link rel="shortcut icon" href="https://static.twentyoverten.com/62279e5a5b8a79530233b557/favicon/HJ7FoP9wq-favicon.ico" type="image/x-icon"> 8 9<meta name="viewport" content="width=device-width,initial-scale=1"> 10<meta http-equiv="cleartype" content="on"> 11<meta name="robots" content="noodp"> 12 13<!-- Title & Description --> 14<title>Working With Us â Exhale Wealth Management </title> 15<meta name="description" 16content="Life changes donât always come in 6 month intervals, so whether it's buying a house or navigating a career change, we're available any time to help you through major financial decisions."> 17<!-- Open Graph --> 18<meta property="og:site_name" content="Exhale Wealth Management "> 19<meta property="og:title" content="Working With Us"> 20<meta property="og:description" content=""> 21<meta property="og:url" content="https://exhalewealth.com/working-with-us"> 22<meta property="og:type" content="website"> 23 24<meta itemprop="name" content="Working With Us"> 25<meta itemprop="description" content="Life changes donât always come in 6 month intervals, so whether it's buying a house or navigating a career change, we're available any time to help you through major financial decisions."> 26<meta itemprop="url" content="https://exhalewealth.com/working-with-us"> 27<!-- Twitter Card --> 28<meta name="twitter:card" content="summary_large_image"> 29<meta name="twitter:title" content="Working With Us"> 30<meta name="twitter:description" content=""> 31 32 33<!-- Mobile App Settings --> 34 35<link rel="apple-touch-icon" href="https://static.twentyoverten.com/62279e5a5b8a79530233b557/favicon/HJ7FoP9wq.png"> 36 37<meta name="apple-mobile-web-app-capable" content="yes"> 38<meta name="apple-mobile-web-app-status-bar-style" content="black"> 39<meta name="apple-mobile-web-app-title" content="Working With Us"> 40 41<!-- Prefetch --> 42<link rel="dns-prefetch" href="https://static.twentyoverten.com"> 43 44<style> 45@import 'https://fonts.googleapis.com/css?family=Space+Mono:700,700i,400,400i|Mulish:400,400i|DM+Sans:400,400i,700,700i|Assistant:400,400i|Prata:000,000i'; 46</style> 47<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet"> 48<link href="/assets/frameworks/themes/fresnel/3.0.0/assets/dist/css/main.css" rel="stylesheet"> 49<link href="/assets/css/custom.css" rel="stylesheet"> 50 51<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet"> 52 53 54<style> 55/*----Basic Style----*/ 56.nobotmargin{margin-bottom:0px;} 57.notopmargin{margin-top:0px;} 58.topmargin {margin-top:20px;} 59.nopadding{padding:0px;} 60.smpadding{padding:10px;} 61.mdpadding{padding:25px;} 62.sppadding{padding:0px 15px;} 63.lgpadding{padding:40px;} 64@media (min-width:820px){.sppadding{padding:0px 15px;}} 65.xlgpadding{padding:70px;} 66.smradius{border-radius:10px;} 67.lgradius{border-radius:20px;} 68.white h1, .white h2,.white h3{color:white;} 69.white h4, .white p, .white li{color:white; opacity:.8;} 70.black h1, .black h2,.black h3, .black h4, .black p, .black .is-h1{color:#4c4e4d;} 71.black h4, .black p, .black li{ opacity:.8;} 72.black{color:#212121;} 73.stretch{height:100%;} 74.hugbot{margin-bottom:-6rem !important;} 75.hugtop{margin-top:-6rem !important;} 76.hugbotiris{margin-bottom:-5rem;} 77.hugtopiris{margin-top:-5rem;} 78.relative{position:relative;} 79.btn.secondary{border-width:1px;} 80.underline{text-decoration:underline;} 81.row.breakout .col-xs-12 {padding: 1.5rem 3rem;} 82.row.breakout {width: 100vw; position: relative;min-height:400px;left: 50%;right: 50%;margin-left: -50vw;margin-right: -50vw;} 83img.rounded{ 84 border-radius:5px; 85} 86img.circle{ 87 border-radius:400px; 88} 89/*--------------------*/ 90:root{ 91 --green:#57813a; 92 --tgreen:rgba(87,129,58,.1); 93 --tan:#f1eee9; 94 --black:#302f2e; 95 --transb:rgba(48,47,46,.2); 96 --tan2:#eee8df; 97 --green2:#415b30; 98 --gray:#e6e2dd; 99 --tan3:#e6dfd5; 100 -- 101} 102 103.page-bg .overlay{ 104 background: linear-gradient(0deg, rgba(241,238,233,0.5102415966386555) 0%, rgba(241,238,233,1) 100%); 105} 106#main-navigation>ul>li.active>a::after { 107 display:none; 108} 109/*------TYPE------*/ 110#main-navigation>ul>li a { 111 font-size:.6em; 112 background:var(--tgreen); 113 padding:8px 20px; 114 115} 116#main-navigation>ul>li a:hover {
117 color: var(--tan) !important; 118 background:var(--green); 119 120} 121h1, h2, .is-h1{ 122 line-height:.9em; 123} 124h1, .is-h1{ 125 126 letter-spacing:-2px; 127} 128.lineh4{ 129 position:relative; 130 margin:0px 0px 30px; 131} 132.lineh4 > *{ 133 position:relative; 134 background: var(--green); 135 color: var(--tan); 136 padding:10px; 137 138 display:inline-block; 139 margin:0px auto 0px 0px; 140 z-index:2; 141 142} 143.lineh4::after{ 144 content:''; 145 position:absolute; 146 left:0; 147 top:calc(50% - 1px); 148 width:100%; 149 border-top:1px solid var(--transb); 150 z-index:1; 151} 152.label{ 153 margin:0px; 154} 155.label::after{ 156 display:none; 157} 158.graylabel > *{ 159 color: var(--tan3); 160 background: var(--black); 161} 162h3.disclaimer{ 163 font-size:1em; 164} 165 166 167/*------BTNS & HRS------*/ 168hr.spacer{ 169 border:none; 170 margin:60px 0px; 171 height:30px; 172} 173 174/*------CALLOUT & DIVS------*/ 175.callout{ 176 padding:8rem 0px; 177 margin:6rem 0px; 178} 179.callouttan::before{ 180 background: var(--tan3); 181} 182.calloutblack::before{ 183 background: var(--black); 184} 185.callouttan2::before{ 186 background: var(--tan2); 187} 188.box{ 189 background: var(--tan2); 190 padding:40px; 191 position:relative; 192} 193.boxcallout{ 194 background: var(--black); 195 padding:80px 180px 120px 40px; 196 position:relative; 197 198 max-width:700px; 199 margin:80px auto; 200} 201.box.small{ 202padding:20px; 203} 204.hovershow{ 205 opacity:0; 206 transition:400ms ease-in-out all; 207} 208.box:hover .hovershow{ 209 opacity:1; 210 transform:translatey(-20px); 211} 212.box i, .front i{ 213 color: var(--green); 214 font-size:30px; 215 margin-bottom:15px; 216} 217.box.white i{ 218 color: var(--tan); 219} 220.box.static{ 221 height:300px; 222 display:flex; 223 flex-direction:column; 224 justify-content:end; 225} 226.spacebetween{ 227 display:flex; 228 flex-direction:column; 229 justify-content:space-between; 230 align-content:end; 231} 232.spacebetween i{ 233 font-size:20px; 234 text-align:right; 235} 236.green{ 237 background: var(--green); 238 color:white; 239} 240.green2{ 241 background: var(--green2); 242 color:white; 243} 244.blackb{ 245 background: var(--black); 246 color:white; 247} 248.tan2{ 249 background: var(--tan2); 250 color: var(--black); 251} 252.tan3{ 253 background: var(--tan3); 254 color: var(--black); 255} 256 257.imgbreakout{ 258 width:60%; 259 position:absolute !important; 260 margin-right:-180px; 261 margin-bottom:-80px; 262 right:-00px; 263 bottom:0px; 264} 265@media screen and (min-width:820px){ 266 .breakleft{ 267 width:calc(100% + 150px); 268 /*margin-left:-150px;*/ 269 /*margin-top:80px;*/ 270} 271 272} 273/*-------BIOS-------*/ 274 275 276/*-------BLOGS--------*/ 277 278 279/*-------ADVANCED-------*/ 280 281.front,.back{ 282 background: var(--tan3); 283 padding:40px; 284 height:300px; 285 display:flex; 286 flex-direction:column; 287 justify-content:end; 288 position:relative; 289} 290.front::after{ 291 font-family: "Font Awesome 6 Free"; font-weight: 900; content: "\f061"; 292 position: absolute; 293 right: 40px; 294 bottom: 40px; 295 transition: transform 200ms, opacity 200ms; 296 297 298} 299 300.short-card.front, .short-card.back { 301 height: 150px; 302} 303 304.short-card.back { 305 justify-content: center; 306 align-items: center; 307} 308 309/*original 4.2*/ 310.herotype { 311 animation: typing 2.5s steps(25, end), blink-caret .75s step-end 3.9; 312 overflow: hidden; 313 white-space: nowrap; 314 display: inline-block !important; 315 letter-spacing: 0px; 316 width: 240px; 317} 318 319.overlay h2 { 320 font-size: 4.5rem; 321} 322 323@media (max-width: 820px){ 324 .overlay h2 { 325 font-size: 3.5rem; 326 } 327 328} 329 330/*original = 7.5*/ 331.herotype-delay { 332 animation: typing-delay 5.5s steps(25, end), blink-caret-delay .75s step-end 8.3; 333 overflow: hidden; 334 white-space: nowrap; 335 display: inline-block !important; 336 letter-spacing: 0px; 337 width: 460px; 338 /*width: 0;*/ 339} 340 341@keyframes typing { 342 from { width: 0 } 343 to { width: 240px } 344} 345/*originial = 0% 50% 70% 100%*/ 346 347@keyframes typing-delay { 348 0% { width: 0; opacity: 0;} 349 60% {width: 0; opacity: 0;} 350 65% {width: 0; opacity: 1;} 351 100% { width: 460px; opacity: 1;} 352} 353 354/* The typewriter cursor effect */ 355/*@keyframes blink-caret {*/ 356/* from, to { border-color: transparent }*/ 357/* 50% { border-color: var(--black); }*/ 358/*}*/ 359 360/*@keyframes blink-caret-delay {*/ 361/* from, to { border-color: transparent }*/ 362/* 50% { border-color: var(--black); }*/ 363/*}*/ 364 365@keyframes blink-caret { 366 0% { border-color: transparent; } 367 50% { border-right: 5px solid var(--black);} 368 100% { border-color: transparent;
368 border-right: none; } 369} 370 371@keyframes blink-caret-delay { 372 0% { border-color: transparent; } 373 50% { border-right: 5px solid var(--black);} 374 100% { border-color: transparent; border-right: none; } 375} 376 377 378 379@media (max-width:1000px){ 380 .hiddenoverflow{ 381 white-space:normal; 382 383 } 384 .herotype{ 385 white-space:normal; 386 animation:none; 387 border-right:none; 388 } 389 390 391} 392 393/*revision edit*/ 394.row.center-xs.center-sm.center-align { 395 align-items: center; 396} 397 398.hoverbox { 399 height: 80px; 400 transition: height 400ms; 401 -webkit-transition: height 400ms; 402 overflow: hidden; 403} 404 405.hoverbox:hover { 406 height: 150px; 407} 408 409.box.green.static.white:hover > .hoverbox, 410.box.blackb.static.white:hover > .hoverbox, 411.box.tan2.static:hover > .hoverbox { 412 height: 150px; 413} 414 415ul.footer-links { 416 list-style: none; 417 padding: 0; 418 margin: 0px 0px 24px 0px; 419} 420 421ul.footer-links li { 422 display: inline; 423 /*text-decoration: underline;*/ 424 margin-right: 15px; 425} 426 427/* dashboard styles */ 428.editable .toggle-accordion { 429 pointer-events:none; 430} 431.editable .accordion-content { 432 position:relative; 433 display:block!important; 434 border: dashed 2px #aaa; 435} 436.editable .accordion-content::before { 437 content: 'Accordion Content'; 438 display: block; 439 position: absolute; 440 bottom: 100%; 441 right: -1px; 442 background: #333; 443 color: white; 444 font-size: 9px; 445 text-transform: uppercase; 446 font-weight: 600; 447 padding: .5em 1em; 448 border-radius: 4px; 449 border-bottom-left-radius: 0; 450 border-bottom-right-radius: 0; 451 opacity:.7; 452} 453.editable .open-overlay, 454.editable .close-overlay { 455 pointer-events:none; 456} 457.editable .overlay-content { 458 opacity: 1; 459 visibility: visible; 460 position:relative; 461 top:unset; 462 left:unset; 463 width:auto; 464 height:auto; 465 border:dashed 2px #aaa; 466 border-radius:6px; 467 margin:2rem 0; 468} 469.editable .overlay-content::before { 470 content: 'Overlay Content'; 471 display: block; 472 position: absolute; 473 bottom: 100%; 474 left: -1px; 475 background: #333; 476 color: white; 477 font-size: 9px; 478 text-transform: uppercase; 479 font-weight: 600; 480 padding: .5em 1em; 481 border-radius: 4px; 482 border-bottom-left-radius: 0; 483 border-bottom-right-radius: 0; 484} 485.editable .overlay-content .overlay-content-wrapper { 486 position:relative; 487 opacity:1; 488 transform: translate3d(0, 0, 0); 489 490} 491/* end dashboard styles */ 492 493/* quote rotator dashboard styles */ 494.editable .slick-slider > div { 495 position:relative; 496 border:dashed 2px #aaa; 497 border-radius:6px; 498 padding:1rem; 499 margin:.5rem; 500 /*height:100%;*/ 501} 502.editable .slick-slider > div::before { 503 content: 'Slide'; 504 display: block; 505 position: absolute; 506 bottom: 100%; 507 left: -1px; 508 background: #333; 509 color: white; 510 font-size: 9px; 511 text-transform: uppercase; 512 font-weight: 600; 513 padding: .5em 1em; 514 border-radius: 4px; 515 border-bottom-left-radius: 0; 516 border-bottom-right-radius: 0; 517} 518 519/* dashboard styles to make the flip cards editable */ 520.editable .card.flip { 521 perspective: none; 522 height: auto; 523} 524 525.editable .card.flip .card-content { 526 transform-style: unset; 527 flex-wrap: wrap; 528} 529 530.editable .card.flip:hover .card-content, 531.editable .card.flip:focus .card-content { 532 transform: none; 533} 534.editable .card.flip .front, 535.editable .card.flip .back { 536 backface-visibility: visible; 537 transform-style: unset; 538 min-width: auto; 539 position: relative; 540 position: relative; 541 display: block; 542 border: dashed 2px #aaa; 543 margin: 1rem auto; 544 padding: .5rem; 545} 546 547.editable .card.flip .back { 548 transform: none; 549} 550 551.editable .card.flip .front::after, 552.editable .card.flip .back::after { 553 content: 'Card Front'; 554 display: block; 555 position: absolute; 556 bottom: 100%; 557 left: -1px; 558 background: #333; 559 color: white; 560 font-size: 9px; 561 text-transform: uppercase; 562 font-weight: 600; 563 padding: .5em 1em; 564 border-radius: 4px; 565 border-bottom-left-radius: 0; 566 border-bottom-right-radius: 0; 567 opacity:.7; 568} 569 570.editable .card.flip .back::after { 571 content: 'Card Back'; 572} 573 574 575/* this is the minimum CSS for the flip card to function */ 576.card.flip { 577 -webkit-perspective: 40rem; 578 perspective: 40rem; /* this number can be changed to change how "3D" the flip looks */ 579 /*height: 100%;*/ 580 display: flex; 581} 582 583.card.flip .card-content { 584 display: flex; 585 -webkit-transform-style: preserve-3d; 586 transform-style: preserve-3d; 587 transition: .7s transform; 588 max-width: 100%; 589} 590 591.card.flip:hover .card-content, 592.card.flip:focus .card-content { 593 -webkit-transform: rotateY(-180deg); 594 transform: rotateY(-180deg); 595} 596 597.card.flip .front, 598.card.flip .back { 599 -webkit-backface-visibility: hidden; 600 backface-visibility: hidden; 601 min-width: 100%; 602 transform-style: preserve-3d; 603} 604 605.card.flip .back { 606 -webkit-transform: rotateY(-180deg) translate(100%, 0); 607 transform: rotateY(-180deg) translate(100%, 0); 608} 609 610.fee-modal-border-1 { 611 border: thick double black; 612 border-radius: 5px; 613 padding: 0.3em; 614 background: #FFFFFF; 615 margin: 1em auto; 616} 617 618.fee-modal-border-2 { 619 border: thick double black; 620 border-radius: 5px; 621 padding: 0.3em; 622 background: #E2F0D7; 623 margin: 1em auto; 624} 625 626.fee-modal-border-3 { 627 border: thick double black; 628 border-radius: 5px; 629 padding: 0.3em; 630 background: #D9D9D9; 631 margin: 1em auto; 632} 633 634.fee-modal-border-4 { 635 border-radius: 20px; 636 padding: 1em; 637 background: #3A5824; 638 margin: 1em auto; 639} 640 641.fee-modal-border-4 h3 { 642 color: #FFFFFF; 643 font-size: 1em; 644} 645 646.fee-modal-border-5 { 647 border: 2px solid white; 648 border-radius: 10px; 649 padding: 2em; 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1010<main id="content" class="main-content" data-location="content" data-id="694059b73f127d638cbc50f5" data-type="page" role="main"> 1011<hr class="spacer"> 1012 1013<h2><strong>How We Engage With Prospective Clients:</strong></h2> 1014 1015<p> 1016<br> 1017</p> 1018<div class="row"> 1019<div class="col-xs-12 col-sm-6 col-lg-3 nopadding"> 1020<div class="lineh4 label "> 1021 1022<h4 class="tan2" style="text-align: left;">Intro</h4> 1023</div> 1024<div class="box tan2 stretch spacebetween"> 1025 1026 1027 1028<p>30 minute intro to cover immediate concerns and discuss how we can help. <a href="https://calendly.com/mattpruitt">Book here</a></p> 1029<i class="fa-solid fa-angles-right"></i> 1030</div></div> 1031<div class="col-xs-12 col-sm-6 col-lg-3 nopadding"> 1032<div class="lineh4 label "> 1033 1034<h4 class="tan3" style="text-align: left;">Discovery Meeting</h4> 1035</div> 1036<div class="box tan3 stretch spacebetween"> 1037 1038 1039 1040<p>60-90 minutes to talk through your financial picture and lay the groundwork for a plan that aligns with your personal goals. Ultimately, this meeting is to make sure there is room for us to add value in your life and ensure a personal connection.</p> 1041<i class="fa-solid fa-angles-right"></i> 1042</div> 1043</div> 1044<div class="col-xs-12 col-sm-6 col-lg-3 nopadding"> 1045<div class="lineh4 label "> 1046 1047<h4 class="green2" style="text-align: left;">Get to Work</h4> 1048</div> 1049<div class="box green2 white stretch spacebetween"> 1050 1051 1052 1053<p>We combine the details from your financial life to formulate and recommend an action plan for TODAY and the years to follow.</p> 1054<i class="fa-solid fa-angles-right"></i> 1055</div> 1056</div> 1057<div class="col-xs-12 col-sm-6 col-lg-3 nopadding"> 1058<div class="lineh4 label "> 1059 1060<h4 class="blackb" style="text-align: left;">Implement</h4> 1061</div> 1062<div class="box blackb white stretch spacebetween"> 1063 1064 1065 1066<p>We don't just provide recommendations, we help you take action. Whether that's sharing screens or doing a conference call to assist in the consolidation of your financial accounts - we're here to make sure you feel 100% confident in the actions we're taking to improve your financial life.</p> 1067<i class="fa-solid fa-flag-checkered"></i> 1068</div> 1069</div> 1070</div> 1071<hr class="spacer"> 1072<div class="callout"> 1073 1074<h2><strong>How We Work With Clients Going forward:</strong> 1075<br> 1076<br> 1077</h2><strong> 1078</strong> 1079<div class="row"><span class="delete-row"></span> 1080<div class="col-xs-12 col-sm-4"> 1081<div class="box green2 stretch"><i class="fa-solid fa-handshake"></i> 1082 1083<h3 id="isPasted">Meet 2x per year </h3> 1084 1085<p> We'll use these meetings to make continued progress towards the goals established in our initial meetings, update your goals if they've changed, and deal with any financial issues along the way.</p> 1086</div> 1087</div> 1088<div class="col-xs-12 col-sm-4"> 1089 1090<div class="green2 box stretch"> 1091<i class="fa-solid fa-clock"></i> 1092 1093<h3 id="isPasted">Ad Hoc Meetings </h3> 1094 1095<p>Life changes donât always come in 6 month intervals, so whether it's buying a house or navigating a career change, we're available any time to help you through major financial decisions.</p> 1096</div> 1097</div> 1098<!------------> 1099<div class="col-xs-12 col-sm-4"> 1100 1101<div class="green2 box stretch"> 1102<!-- <i class="fa-solid fa-clock"></i> --> 1103<i class="fa-solid fa-calendar"></i> 1104 1105<h3 id="isPasted">Behind the Scenes </h3> 1106 1107<p>We work throughout the year to implement your investment strategy, manage equity compensation, and coordinate key action items.</p> 1108</div> 1109</div> 1110<!------------> 1111</div> 1112</div> 1113<div class="callout callouttan black hugtop"> 1114<div class="row middle-xs"> 1115<div class="col-xs-12 col-sm-6"> 1116 1117<h2><strong>How Do We Get Compensated:</strong></h2> 1118 1119<p class="is-mb0">We are a fee only advisor, that means what we tell you we are going to get paid is actually what we receive - no hidden commissions from the sale of insurance or investment products.</p> 1120</div> 1121<div class="col-xs-12 col-sm-6"> 1122<br><img src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/XB_HY9Frh4-/fee.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;" alt=""> 1123</div> 1124</div></div> 1125<hr class="spacer"> 1126<div class="lineh4 "> 1127 1128<h4>Fee Model</h4> 1129</div> 1130<!-- <p style="text-align: center; font-size: 1.5em; margin-bottom:1em;"><strong>Fees are meant to reflect the time and services delivered, and grow with the complexity of your life</strong></p> 1131 1132 1133 1134<div class="row"><span class="delete-row"></span> 1135 <div class="col-xs-12 col-sm-12 col-md-2"> 1136 1137 1138 <div class="row center-xs"><span class="delete-row"></span> 1139 <div class="col-xs-12 col-sm-4 col-md-12"> 1140 <div class="fee-modal-border-1"> 1141 1142 <h3 style="text-align: center;">Total 1143 <br>Assets</h3> 1144 1145
1146 </div></div> 1147 <div class="col-xs-12 col-sm-4 col-md-12"> 1148 <div class="fee-modal-border-2"> 1149 1150 <h3 style="text-align: center;">Annual 1151 <br>Fee</h3> 1152 </div> 1153 1154 </div> 1155 <div class="col-xs-12 col-sm-4 col-md-12"> 1156 <div class="fee-modal-border-3"> 1157 1158 <h3 style="text-align: center;">% of 1159 <br>Assets<sup>1</sup></h3> 1160 1161 </div> 1162 </div> 1163 </div> 1164 1165 <br> 1166 </div> 1167 <div class="col-xs-12 col-sm-12 col-md-10"> 1168 1169 1170 <div class="row"><span class="delete-row"></span> 1171 <div class="col-xs-12 col-sm-6 col-md-3"> 1172 <div class="fee-modal-border-4"> 1173 1174 1175 1176 <br> 1177 1178 <h3 style="text-align: center;">$500k - $1.5m</h3> 1179 1180 1181 <br> 1182 1183 1184 <div class="row center-xs"><span class="delete-row"></span> 1185 <div class="col-xs-12"> 1186 <div class="fee-modal-border-5"> 1187 1188 <p style="text-align: center;"><strong>$8,000</strong></p> 1189 </div> 1190 </div> 1191 <div class="col-xs-12"> 1192 <div class="fee-modal-border-6"> 1193 1194 <p style="text-align: center;"><strong>0.80%</strong></p> 1195 </div> 1196 </div> 1197 </div> 1198 </div> 1199 1200 1201 </div> 1202 <div class="col-xs-12 col-sm-6 col-md-3"> 1203 <div class="fee-modal-border-4"> 1204 <br> 1205 1206 <h3 style="text-align: center;">$1.5 - $3.0m</h3> 1207 <br> 1208 <div class="row center-xs"><span class="delete-row"></span> 1209 <div class="col-xs-12"> 1210 <div class="fee-modal-border-5"> 1211 1212 <p style="text-align: center;"><strong>$10,500</strong></p> 1213 </div> 1214 </div> 1215 <div class="col-xs-12"> 1216 <div class="fee-modal-border-6"> 1217 1218 <p style="text-align: center;"><strong>0.47%</strong></p> 1219 </div> 1220 </div> 1221 </div> 1222 </div> 1223 </div> 1224 <div class="col-xs-12 col-sm-6 col-md-3"> 1225 <div class="fee-modal-border-4"> 1226 1227 <br> 1228 1229 <h3 style="text-align: center;">$3.0 - $7.0m</h3> 1230 <br> 1231 <div class="row center-xs"><span class="delete-row"></span> 1232 <div class="col-xs-12"> 1233 <div class="fee-modal-border-5"> 1234 1235 <p style="text-align: center;"><strong>$13,500</strong></p> 1236 </div> 1237 </div> 1238 <div class="col-xs-12"> 1239 <div class="fee-modal-border-6"> 1240 1241 <p style="text-align: center;"><strong>0.27%</strong></p> 1242 </div> 1243 </div> 1244 </div> 1245 </div> 1246 </div> 1247 <div class="col-xs-12 col-sm-6 col-md-3"> 1248 <div class="fee-modal-border-4"> 1249 <br> 1250 1251 <h3 style="text-align: center;">> $7.0m</h3> 1252 <br> 1253 <div class="row center-xs"><span class="delete-row"></span> 1254 <div class="col-xs-12"> 1255 <div class="fee-modal-border-7"> 1256 1257 1258 <p style="text-align: center;"><strong>Custom</strong></p> 1259 1260 </div> 1261 </div> 1262 1263 </div> 1264 </div> 1265 </div> 1266 </div> 1267 1268 1269 </div> 1270</div> --> 1271<div class="row center-xs"><span class="delete-row"></span> 1272<div class="col-xs-12 col-sm-9"> 1273 1274<table border="0" cellpadding="0" cellspacing="0" class="is-striped" id="isPasted" width="651"><thead> 1275<tr><th style="background: none; color: rgb(92, 92, 92); border-top: none; border-left: none; border-right: none; border-bottom: 1px solid var(--transb); width: 33.9545%; text-align: left;"> 1276 1277<h2><strong>Asset Tier</strong></h2> 1278</th> 1279<th style="background: none; color: rgb(92, 92, 92); border-top: none; border-left: none; border-right: none; border-bottom: 1px solid var(--transb); width: 65.9587%; text-align: left;"> 1280 1281<h2><strong>% of Total Assets</strong></h2> 1282</th></tr> 1283</thead> 1284<tbody><tr height="28"><td height="28" style="width: 33.9545%;" width="237"> 1285 1286<p>$0 - $1.5 million*</p> 1287</td> 1288<td style="width: 65.9587%;" width="50"> 1289 1290<p>0.50% * Minimum Fee of $7,500</p> 1291</td></tr> 1292<tr height="28"><td height="28" style="width: 33.9545%;" width="237"> 1293 1294<p>$1.5 - $3.0 million</p> 1295</td> 1296<td style="width: 65.9587%;" width="50"> 1297 1298<p>0.40%</p> 1299</td></tr> 1300<tr height="28"><td height="28" style="width: 33.9545%;" width="237">$3.0 - $6.0 million</td> 1301<td style="width: 65.9587%;" width="50"> 1302 1303<p>0.30%</p> 1304</td></tr> 1305<tr height="28"><td height="28" style="width: 33.9545%;" width="237">$6.0 - $15.0 million</td> 1306<td style="width: 65.9587%;" width="50"> 1307 1308<p>0.20%</p> 1309</td></tr> 1310<tr height="28"><td height="28" style="width: 33.9545%;" width="237"> > $15.0 million</td> 1311<td style="width: 65.9587%;" width="50"> 1312 1313<p>custom</p> 1314</td></tr></tbody></table> 1315 1316<p class="disclaimer"><em>Example: a household with $6.0 million of total assets would have an annual fee of $22,500 (0.375% of total assets) calculated as 0.50% on first $1.5 million, 0.40% on next $1.5 million , and 0.30% on final $3.0 million</em></p> 1317</div> 1318 1319</div> 1320<br> 1321<div class="row center-xs"><span class="delete-row"></span> 1322<div class="col-xs-12 col-sm-9"> 1323<div class="fee-modal-border-8"> 1324 1325<ul style=" font-size: 0.95em;"> 1326<li>Total assets refers to all investable assets under advisement, including 401(K)s and vested/liquid company stock; it does not include equity in primary residence or unvested/illiquid company stock 1327<br> 1328</li> 1329<li>Assets are measured in Q4 of each year and fees are updated each January. A flat fee is billed per month for each calendar year based on prior yearâs asset values 1330<br> 1331</li> 1332<li>Tax preparation is not included in our fee; however, we provide a $500 credit towards taxes when working with our preferred CPA 1333<br> 1334</li> 1335<li>Incremental custodial fees may apply at discretion of client on specific accounts (typically 0.10% - 0.15% for tax loss harvesting vehicles) 1336<br> 1337</li> 1338<li>
1338Minimum and/or overall fees may be adjusted for complex situations (e.g. higher minimum fee for retirees and business owners)</li> 1339 1340</ul> 1341</div> 1342</div> 1343</div> 1344<!-- <p class="disclaimer"> 1345 1346 (1) % of assets based on midpoint of each band 1347</p> --> 1348 1349<p> 1350<br> 1351</p> 1352<!-- <table class="no-borders" style="width: 100%;"> 1353 <tbody> 1354 <tr> 1355 <td style="width: 33.3333%; background-color: rgb(230, 223, 213);"> 1356 <br> 1357 </td> 1358 <td style="width: 33.3333%; background-color: rgb(230, 223, 213);"> 1359 1360 <h3 class="disclaimer">Non-Qualified Accounts (Taxable investment accounts)</h3> 1361 </td> 1362 <td style="width: 33.3333%; background-color: rgb(230, 223, 213);"> 1363 1364 <h3 class="disclaimer">Qualified Accounts (IRAs, Roth IRAs, SEP IRAs, etc)</h3> 1365 </td> 1366 </tr> 1367 <tr> 1368 <td style="width: 33.3333%;">First $1,000,000 of total managed assets</td> 1369 <td style="width: 33.3333%;">0.75%</td> 1370 <td style="width: 33.3333%;">0.55%</td> 1371 </tr> 1372 <tr> 1373 <td style="width: 33.3333%;">Assets over $1,000,000 up to $3,000,000</td> 1374 <td style="width: 33.3333%;">0.65%</td> 1375 <td style="width: 33.3333%;">0.45%</td> 1376 </tr> 1377 <tr> 1378 <td style="width: 33.3333%;">Assets over $3,000,000</td> 1379 <td style="width: 33.3333%;">0.55%</td> 1380 <td style="width: 33.3333%;">0.35%</td> 1381 </tr> 1382 </tbody> 1383</table> --> 1384<!-- <br> 1385 1386<table style="width: 100%;"> 1387 <tbody> 1388 <tr> 1389 <td style="width: 50%;">First $1,000,000 of Assets Under Advisement</td> 1390 <td style="width: 50%;">0.6%</td> 1391 </tr> 1392 <tr> 1393 <td style="width: 50%;">Over $1,000,000 of Assets Under Advisement</td> 1394 <td style="width: 50%;">0.5%</td> 1395 </tr> 1396 </tbody> 1397</table> --> 1398<!-- <div class="callout black callouttan2"> 1399 <div class="row middle-xs"><span class="delete-row"></span> 1400 <div class="col-xs-12 col-sm-4"> 1401 1402 <p class="is-h2"> 1403 <img class="circle" src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/vSwVv1TC-_t/pexels-gary-barnes-6248557-1.jpg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;" alt=""> 1404 </p> 1405 </div> 1406 <div class="col-xs-12 col-sm-8"> 1407 1408 <h4>Fictional Example 1409 <br> 1410 <br> 1411 </h4> 1412 1413 <h2><strong>Alex and Ricki</strong></h2> 1414 1415 <p>Alex works for a large tech firm and receives stock compensation and Ricki is a small business owner. They have $200,000 in their Robinhood account, $300,000 in a brokerage account with Edward Jones and $500,000 in old employer 401ks that they would like to roll over to an IRA. Assuming Exhale manages all their investments, their fee would be structures as follows:</p> 1416 1417 <ul> 1418 <li>Investment management fee of $4,500 / year ($2,500 couple + $1,000 stock comp + $1,000 business owner)</li> 1419 <li>Investment management fee of 0.75% on the $500,000 coming from the Robinhood and Edwards Jones brokerage accounts and 0.55% on the IRA rollover funds.</li> 1420 </ul> 1421 </div> 1422 </div></div> --> 1423 1424<p> 1425<br> 1426</p> 1427<div class="boxcallout blackb white"> 1428 1429<h2 class="is-h1">Letâs Talk!</h2> 1430 1431<h4>Email: <a href="mailto:[email protected]">[email protected]</a> 1432<br> 1433<br> 1434<a class="btn" href="https://calendly.com/mattpruitt">Schedule Introductory Meeting</a> 1435</h4> 1436 1437 1438<div class="imgbreakout"><img src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/l-_ES-sdUPz/rafiki.svg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center; width: 386px;" alt=""></div> 1439</div> 1440</main> 1441</div> 1442 1443</div> 1444<footer class="footer" role="contentinfo"> 1445<div class="footer-wrapper"> 1446<div class="container"> 1447<div class="footer-content" data-location="footer" data-id="694059b73f127d638cbc50f5" data-type="footer"> 1448<hr class="spacer"> 1449<div class="row"> 1450 1451<span class="delete-row"></span> 1452<div class="col-xs-12 col-sm-3"> 1453 1454<p class="is-h2"><img src="https://static.twentyoverten.com/62279e5a5b8a79530233b557/jsakJcpREIQ/white-Exhale-Logo.png" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;" alt="Exhale Wealth Management"></p> 1455</div> 1456<div class="col-xs-12 col-sm-3"> 1457 1458<h4>Contact</h4> 1459 1460<p id="isPasted">Email: <a href="mailto:[email protected]">[email protected]</a> 1461<br> 1462<br> We are a virtual practice, working with individuals across the U.S.</p><p> 1463exhale wealth management, llc</p> 1464 1465 1466</div> 1467<div class="col-xs-12 col-sm-6"> 1468 1469<ul class="footer-links"> 1470<li><a href="https://adviserinfo.sec.gov/firm/summary/319219" rel="noopener noreferrer" target="_blank">Form ADV</a></li> 1471<li><a href="https://static.twentyoverten.com/62279e5a5b8a79530233b557/gM1_ZVoA7sW/Exhale-Privacy-Policy.pdf" rel="noopener noreferrer" target="_blank">Privacy Policy</a></li> 1472</ul> 1473 1474<p class="disclaimer">Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. 1475<br id="isPasted"> 1476<br>The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. 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