Fee Structure

Our work here at Delante is extremely collaborative and consultative.  Through our work, our clients become very comfortable with us, and we encourage communication.  We have structured our fees to match the type of relationship we maintain with our clients.    

We want our clients to feel comfortable communicating with us.  Not just transacting information, but also discussion and opinion sharing on topics that are complex. This will happen through meetings, phone/zoom calls, lunches, family meetings, and/or any other environment imaginable. (We’ve chatted along the sideline of the soccer field, walking the dog, and in the lawyer’s office.)

And because we encourage all this interaction, we don’t charge by the hour. Our experience is that when people pay by the hour, they are more reluctant to reach out. 

Through our work, we will inevitably save you (and/or your estate) money. Through best practice sharing or helping to negotiate a contract, you (and/or your estate) will save on taxes and other fees. And we believe that you should keep this money. 

We also don’t charge based on a percentage of your assets.

Our fee structure is in the form of a monthly retainer. After our initial assessment we determine a monthly amount. Once in place, we don’t need to track hours or dollars saved/earned. Over time, should we feel that the number does not accurately reflect the relationship, we will discuss adjusting it.