Our Fees

INITIAL FINANCIAL IMPLEMENTATION PLAN:

Our fee for a comprehensive Financial Plan is $1,500. The fee can be paid in full at the time the Client Agreement was signed, or pay one-half at the signing of the Client Agreement and the other half at the Implementation Plan Delivery.

ADVISORY FEES/YEAR:

Assets Under Management Under $200,000

$0 - $200,000 | $2,500

Assets Under Management Over $200,000

$200,000 - $500,000 | 1.40%

$500,000 - $1,000,000 | 1.20%

$1,000,000 - $3,000,000 | 1.00%

$3,000,000 - $5,000,000 | 0.75%

$5,000,000 - $10,000,000 | 0.60%

$10,000,00 + | 0.50% 

For example, a total portfolio of $1,500,000 under our management would have an annual fee of 1.00%.