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%.