Fee Schedule

Fee Schedules

Fee Schedules

Portfolio Management Fees

Total Assets Under Management Annual Fees / Annual Fees

$0 - $499,999 / 1.75%

$500,000 - $999,999 / 1.50%

$1,000,000 - $1,999,999 / 1.25%

$2,000,000 - $4,999,999 / 1.00%

$5,000,000 - AND UP / 0.75%

Financial Planning Fees

Financial Planning Services / Fixed Fees Per Year

Initial Financial Plan / $1750

Financial Plan Review / $875

Financial Consulting and Advisory Fees

Consulting Services / Fee

Initial Financial Plan / $1200-$3500

Annual Retainer for Ongoing Services / 50% of Initial Plan

Hourly Financial Consulting / $150-$300 per Hour

Retainer Payable upon Commencement of Agreement / 50%

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