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Basic Fee Schedule
Our fees are divided into two types: a flat
project rate for an initial financial planning project, and a tiered fee
schedule for ongoing wealth management, with lower rates for larger accounts.
|
Service |
Fee Type |
Fee Range |
|
Financial Plan
Development
(one-time)
|
Flat project fee based on estimated hours |
$1,500 to $7,500 depending on
complexity of client situation |
Wealth Management Services
Managing investment
portfolio and monitoring of financial planning issues and execution |
Annual Retainer |
Annual Retainer
based on assets managed.
Standard schedule:
|
First $500,000 |
1.0% |
|
Next $500,000 |
0.8% |
|
Next $1,000,000 |
0.6% |
|
Assets Over $2,000,000 |
0.5% |
|
For any one-time Investment
Counseling or Specific Financial Planning projects, we charge $250 / hour
and usually provide a project cost estimate based on hours in a proposal. The minimum account size is $250,000.
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