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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