Ongoing Financial Planning
Ongoing Financial Planning consists of an upfront fee starting at $500, and an ongoing fee paid monthly starting at $100 per month. The fees are based on the complexity of your situation.
Investment Management
Our standard advisory fee is based on the average daily balance of market value of the assets under management during the billing cycle:
| Account Value | Annual Advisory Fee |
|---|---|
| $0 – $1,000,000 | 0.90% |
| $1,000,001 – $2,000,000 | 0.70% |
| $2,000,001 – $5,000,000 | 0.50% |
| $5,000,001 and above | 0.30% |
