Drucker Wealth · Service Model
You don't need more advice. You need one team coordinating your financial life.
We plan your finances, manage your investments, plan and file your taxes, coordinate your estate, plan your retirement, structure your insurance, and manage your equity compensation — all inside one relationship.
Put simply
Clients hire us to do three things
01
Manage and coordinate your financial life.
02
Make better, more informed financial decisions.
03
Create more wealth — measured in money, time, and freedom.
Where we stand
What full-service & integrated actually means
We believe there is ONLY one service model that allows us to act in the best interest of our clients.
We Do Not...
Complete one-time or limited financial planning engagements. Because how you implement is as important as what you know.
We Do Not...
Manage investments without financial planning to inform the strategy. Because any investment portfolio not tied to your life is set up to fail.
We Do Not...
Treat investment portfolios, tax analysis, or estate guidance as standalone products. Because there's too much overlap for these areas to exist individually
We Provide...
Full-service, integrated wealth planning for one all-inclusive AUM fee
Who you're working with
Your Drucker Wealth team
A team of experts led by your Lead Planner (CFP®) who oversees your Drucker Wealth relationship & serves as your central point of contact.
An interactive financial planning dashboard to view your financial life today & for decades to come.
A low-cost & tax-efficient investment program based on your risk capacity & our time tested investment principles.
Proactive tax and estate planning, cash flow tracking, and insurance analysis — because wealth management is about a lot more than just investing.
Optional add-on for a fee: preparation and filing of your federal and state tax returns.
You will be paired with one of our advisors
Gideon Drucker
CFP®, President & CEO
Dru Burns
CFP®, Financial Planning Coordinator
Jordan Haines
CFP®, Financial Advisor
Kitty Ritchie
CFP®, Financial Advisor
Lance Drucker
ChFC®, CLU®, Chairman
Backed by a full specialist team
Estate Planning · Tax · Financial Planning · Onboarding · Operations · Client Service · Client Education
Here's how we meet, onboard, and work with clients:
First, we determine if we're a fit. We let you know if we can help you. You hire us. We get to work. You live your life.
The Financial Life Plan™ Journey
One integrated process
15-Minute Right Fit Call
“Should we keep talking?”
60-Minute Alignment Meeting
“Is Drucker Wealth the right financial partner for you?”
60-Minute Path Forward Meeting
“Here's what we're looking to achieve!”
45-Minute Onboarding & Account Opening
“You've hired Drucker Wealth!”
90-Minute Planning Kickoff Meeting
“Let's get to work!”
90-Day Financial Life Plan™ Build-Out
“Let's implement!”
Ongoing Stewardship
“Let's iterate & optimize!”
Staying on track
What You Can Expect As An Ongoing Client
And of course we are available all year long. The semi-annual meetings are a minimum, not a ceiling. Whenever you have questions, updates, or big decisions on the horizon do not hesitate to reach out.
Why work with an advisor
Estimated Value in Working with a Financial Advisor
Study quantifying advisor value
Quantified advisor value
Drucker Wealth Fee Schedule
Comprehensive wealth management, one AUM-based fee
| Fee Schedule | Drucker Wealth Advisory Fee |
|---|---|
| On the first $1,500,000 | 1.0% |
| On everything above $1,500,000 | 0.5% |
| Households above $4M | Tax prep & filing included |
Minimum Household Fee: $7,500 Annually
Tax Filing: $1,000–$2,500 if Under $4M of Assets Under Management
Quantifying the Value of Financial Planning Advice
Too busy building your career to build your own financial plan?
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