1 Basic Information 2 Short Questionnaire 3 Recommendations 4 Print Option
We will begin the proposal process by entering some basic information. Please complete the form, and click "Next".

Depending on the programs selected for the proposal, Weatherstone charges between .30% - .95% on all accounts below 1 million dollars. If this proposal will be higher than that amount, please consult with Weatherstone prior to creating the proposal. The total fee the client cannot exceed 1.95%.