Fees
Planning Fees
Financial Planning fees are fixed fees that range from $2,000 - $8,000, depending on the complexity and the scope of work. The fee will be determined after your complimentary initial consultation during which we will together review your specific needs.
Should you choose to hire us as your financial advisors our invoicing policy is 50% deposit and balance due upon completion of the plan.
Other Financial Planning Consultations
Hourly $150 per hour 4 hour minimum
Investment Management Fee Schedule
Investment management fees are based on the total amount managed in all accounts for the client. (Minimum total account size of assets under management is $250,000.) This fee is inclusive – there are no commissions paid. The fee is deducted directly from the managed account.
| First | $ 500,000 | 1.00% |
| Next | $ 500,000 | 0.85% |
| Next | $ 1,500,000 | 0.70% |
| Above | $ 2,500,000 | 0.50% |
