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Advisory Services Fees

Advisory Services

Fee Schedule

 


OPTION 1: Comprehensive Planning and Portfolio Management:

  • Comprehensive financial plan creation and implementation, including:
    • Plan feasibility analysis
    • Social Security analysis
    • Cash flow analysis
    • Risk Management
    • Estate planning and charitable distribution planning
    • Tax and income distribution strategies
  • Ongoing plan monitoring and adjustments to: life, goals, market, tax and law changes
  • Unlimited phone, email and virtual meeting availability for financial questions and updates
  • Availability for two semi-annual plan update meetings
  • Online access to core financial plan system, including: goals tracking, centralized account feed, secure online vault and cash flow tracking
  • Investment Policy Statement (IPS)
  • Dynamic portfolio allocation aligned to plan goals

Fee Schedule

Program Assets Annual Advisory Fee (Tiered)*
< $250,000
0.90%
$250,001 - $500,000
0.75%
$500,001 - $1,000,000
0.60%
$1,000,001 - $3,000,000
0.40%
> $3,000,000
0.25%
*Minimum annual portfolio management fee of $2250, no separate charge for planning services


OPTION 2: Comprehensive Planning without Portfolio Management

  • Comprehensive financial plan creation and implementation, including:
    • Plan feasibility analysis
    • Social Security analysis
    • Cash flow analysis
    • Risk Management
    • Estate planning and charitable distribution planning
    • Tax and income distribution strategies
  • Ongoing plan monitoring and adjustments to: life, goals, market, tax and law changes
  • Unlimited phone, email and virtual meeting availability for financial questions and updates
  • Availability for two semi-annual plan update meetings
  • Online access to core financial plan system, including: goals tracking, centralized account feed, secure online vault and cash flow tracking

Annual Fee
Plans start at $2500 per year, and increase depending on plan complexity - Quote provided after Introductory Meeting



Financial Expertise. With You Every Step of the Way.

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