May 1, 2025
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Our Services

Welcome to Consultica, where we specialize in tailoring investment strategies to meet your financial goals. Our team of experts is dedicated to providing you with the best possible guidance and insight to navigate the complex world of investing. Below, you will find a comprehensive overview of our services, designed to cater to both individual and institutional investors.

Investment Advisory Services

Our investment advisory services are perfect for individuals and businesses looking for professional guidance on their portfolio management. We offer personalized consultations to help you achieve your financial goals:

  • Initial Consultation: Free (up to 30 minutes)
  • Comprehensive Portfolio Review: $300
  • Customized Investment Strategies: $750
  • Ongoing Management: 1% of assets under management annually

Wealth Management Services

Our wealth management services are designed for high-net-worth individuals and families who require sophisticated investment strategies and financial planning:

  • Personal Wealth Assessment: $500
  • Estate & Trust Planning: Starting at $1,500
  • Tax Optimization Strategies: $1,000
  • Retirement Planning: $1,200
  • Ongoing Wealth Management: 1.25% of assets under management annually

Investment Research and Analysis

Consultica provides high-quality investment research and analysis to help you make informed decisions:

  • Market Research Reports: $200 each
  • Sector Analysis Reports: $350 each
  • Company Analysis Reports: $150 each
  • Customized Research Report: $1,000

Retirement Solutions

Planning for retirement is crucial, and we offer a range of solutions tailored to your needs:

  • Retirement Savings Plan Setup: $200
  • 401(k) Management: 0.75% of assets under management annually
  • Social Security Optimization: $500
  • Pension Plan Analysis: $600

Alternative Investments

For investors seeking diversification beyond traditional stocks and bonds, we offer insights into alternative investments:

  • Real Estate Investment Consulting: $1,200
  • Private Equity Analysis: $1,500
  • Hedge Fund Selection: $2,000
  • Art and Collectibles Valuation Services: $800

Corporate Services

We also serve corporate clients, providing tailored investment solutions to meet business objectives:

  • Corporate Investment Strategy Development: $2,500
  • Employee Stock Ownership Plans (ESOP): Starting at $3,000
  • Cash Management Solutions: 0.5% of managed cash annually
  • Corporate Bond Issuance Advisory: $5,000

Financial Education and Workshops

At Consultica, we believe in empowering our clients through education. Our workshops cover various investing and financial topics:

  • Basic Investing Workshop: $100 per attendee
  • Advanced Investment Strategies Workshop: $250 per attendee
  • Retirement Planning Seminar: $150 per attendee
  • Corporate Financial Education Packages: Starting at $2,000

Personalized Financial Planning

The journey to financial security starts with a solid plan. Our personalized financial planning services include:

  • Goal Setting and Analysis: $400
  • Debt Management Planning: $300
  • Investment Policy Statement Creation: $600
  • Annual Financial Plan Review: $500

Client Testimonials

Here’s what some of our clients have to say about our services:

‘Consultica has transformed my financial strategy. Their team is knowledgeable and attentive to my needs.’ – Jane D.

‘As a small business owner, I highly recommend their corporate services. They’ve guided me every step of the way.’ – Mike R.

Get Started Today

Ready to take control of your financial future? Contact us to schedule your initial consultation. Our team at Consultica is here to support you every step of the way, providing the expertise and resources you need to make informed investment decisions and reach your financial goals.
Emily Johnson