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:

Assets Under Management Under $200,000

First $0 - $200,000 | $2,500

Assets Under Management Over $200,000

Next $200,000 - $500,000 | 1.40%

Next $500,000 - $1,000,000 | 1.20%

Next $1,000,000 - $3,000,000 | 1.00%

Next $3,000,000 - $5,000,000 | 0.75%

Next $5,000,000 - $10,000,000 | 0.60%

Next $10,000,00 + | 0.50% 

For example, your first $200,000 will be an annual fee of $2,500 then the next $300,000 will be at 1.40% and so on.