Follow us on Fee Schedule
Fee Schedule for Financial Plan
Initial plan construction starting at: $3,500
Fee Schedule for Investment Management
Annual Fee based on Assets under Management (Minimum $500,000)
- above $10,000,000
- $3,000,001- $10,000,000
- $2,500,001- $3,000,000
- $2,000,001 - $2,500,000
- $1,500,001 - $2,000,000
- $1,250,001 - $1,500,000
- $1,000,001- $1,250,000
- $800,001 - $1,000,000
- Up to $800,000
- 0.50%
- 0.75%
- 0.77%
- 0.80%
- 0.85%
- 0.87%
- 0.90%
- 1.00%
- 1.25%
Please contact our office for more information or to schedule a confidential consultation at (888) 375-2244