Flat Fee
One Time or Ongoing Comprehensive Financial Planning
Annual payment under this model is typically $4,000-$10,000 and varies according to complexity. Best for ongoing engagement. One time plan costs vary according to complexity and a detailed quote will be provided at the time of engagement.
Hourly
$250 per hour for those with specific and short-term problems that require professional guidance.
Assets Under Management
Fees are deducted from the portfolio assets that we manage according to the following blended schedule:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $750,000 | 1% |
| $750,00 - $1,500,000 | .75% |
| $1,500,000 - $3,000,000 | .60% |
| > $3,000,000 | .50% |