Services & Pricing
Two ways to work together. One connected strategy.
Every relationship at Eclipse is built around your full financial picture, not a product and not a template. Start with planning, add investment management, or work with both as one system.
Financial Planning
Comprehensive planning, built around your equity.
A prescription without an examination is malpractice. Before recommending anything, I understand your full picture: your equity, your taxes, your timeline, and your goals. The fee covers the strategy and the relationship, never a product.
Planning works best when you're not doing it alone.
The biggest financial decisions are rarely made by one person. When partners are aligned on the plan, decisions get easier and momentum builds. I plan around your whole life, the two of you included, not just the equity on your grant statement.
Two ways to begin: a one-time plan, or an ongoing relationship.
The Financial Plan
$3,300
One-Time
A complete, one-time financial plan. We map your full picture, build the strategy, and hand you a clear set of next steps to act on.
A complete plan across all core areas
Equity compensation and tax strategy
Clear, prioritized next steps
A working session to walk it through
Equity compensation and tax strategy
Clear, prioritized next steps
A working session to walk it through
Best Fit for Most
The Planning Relationship
$550 / month
12-Month Engagement
An ongoing partnership for people who want a plan that stays current. Twelve months of continuous strategy and a dedicated advisor throughout.
Everything in the plan, kept current
Ongoing strategy as your equity vests
One-on-one sessions throughout the year
Access for questions and decisions
Ongoing strategy as your equity vests
One-on-one sessions throughout the year
Access for questions and decisions
or
The one-time plan is a single flat fee. The planning relationship is billed monthly over a 12-month engagement. Either way, your fee covers strategy, guidance, and support, not product sales, and there is no requirement to move accounts or purchase any product.
Investment Management
Built to manage real complexity, including concentrated stock.
Everything that flows out of your plan, managed with intention. The work a model portfolio cannot do: diversifying out of employer stock deliberately, coordinated with your vesting and tax timeline. As your assets grow, your rate comes down.
Assets Under Management
Annual Rate
$0 – $250,0001.25%
$250,001 – $500,0001.20%
$500,001 – $1,000,0001.14%
$1,000,001 – $2,000,0001.09%
$2,000,001 – $3,000,0001.04%
$3,000,001 – $4,000,0000.99%
$4,000,001 +0.88%
Please refer to the firm's ADV Part 2A and your client agreement for additional platform, strategist, or related fees that may apply. The advisory program used for the application of this information is Advisor as Portfolio Manager.
How It Works
A clear path from "I have equity" to "I have a plan."
01
Map what you actually have.
Every grant, vesting date, strike price, and the tax that hides inside each one.
02
Pressure-test it against real numbers.
Your AMT exposure, your concentration risk, your timeline, modeled before any decision.
03
Design the strategy.
Exercise timing, a diversification glidepath, and tax coordination built around your decisions.
04
Put it to work.
Implementation handled with intention, in coordination with your CPA and attorney where it matters.
05
Adjust as you vest.
New grants, an IPO, a tender offer, a move. Your plan evolves as your equity and your life do.