Our Fees

...Strategic Solutions for Financial Goal Achievement...

Investment Management Fee

(% of Assets Under Management) 

 

 

Annual Fee*

 

First $25,001 to $250,000

1.05%

Next $250,001 to $500,000

1.00%

Next $500,001 to $1,500,000

0.95%

Next $1,500,001 to $3,000,000

0.85%

Assets Over $3,000,000

Negotiable

*AUM $25,000 or less will be assessed a $220 annual flat fee.   

Fee calculated using quarter-end balance and paid quarterly.

                                           

Financial Planning Service

Fee*

Comprehensive (Customized) Plan **

$2,255

Retirement Planning

$895 per person

Cash Management Planning

$395 per person

Hourly Planning

$155 per hour

Financial Wellness Program

$75 per person

Quarterly Financial Planning Program***

$150 per month

  * Excludes $250 set-up fee

** May increase depending on scope following discovery meeting

*** One-year contract and prior planning required.