Welcome to the Payment Center
This page allows you to pay for the annual Family Financial Website membership subscription, and learn about the service as well.
Base membership: $100 per year
Paid via Gratke Wealth, LLC PayPal, Inc account
Services below will be billed separately, each quarter, calculated by Blueleaf, Inc.
- Portfolio Monitoring-Bring your ‘outside assets’ into Gratke Wealth, LLC Portfolio reporting system. Download a sample report here.
- Targeted Financial Guidance-Obtain advice from Gratke Wealth, LLC on a part, or all, of your ‘outside assets’.
- Weekly Updates-weekly emails to keep you posted on your progress.
Fee: 3/10 of one percent, per year, expressed as 0.30% annually, 0.075% quarterly
All Services to be paid by invoice via Gratke Wealth, LLC’s PayPal, Inc. account.
Please use PayPal to make your Annual Membership Payment. Quarterly services will be invoiced at a later date.
Click ‘subscribe’ button below to access payment system. You do not need a PayPal account to complete this task.
P.S. Be ready with the following information once you receive your login credentials!
- Name of financial institution
- Whether or not you have accessed these accounts online
- If you have accessed these accounts online, the web address of the page you use to login
- If you don’t access these accounts online, the institution’s street address, city, and state
- Total number of accounts you hold at the institution
- Type of each account you hold (e.g. IRA, brokerage, checking)