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

Our Fees

I.      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 as a $25 - $55 per quarter flat fee.   
Fee calculated using quarter-end balance and paid quarterly.

                     
II.    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