Our Fees

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

Investment Management Fee

(% of Assets Under Management) 

 

 

Annual Fee*

 

First $25,001 to $250,000

0.70%

Next $250,001 to $500,000

0.55%

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

0.40%

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

0.25%

Assets Over $3,000,000

Negotiable

*AUM $25,000 or less will be assessed a $25 - $55  per quarter flat fee.   

Fee calculated using quarter-end balance and paid quarterly.

                                           

Financial Planning Service

Fee

Retirement Planning*/**

$1,995 per person

Cash Management Planning**

$395 per person

Hourly Planning

$175 per hour

  * $395 additional set-up fee applies

** May increase depending on scope following discovery meeting