Fees
Your planning fees will be determined and based on factors such as the complexity of the situation, the planning areas involved, the nature of the assets, time estimated to complete, completeness of the information provided and our involvement in implementing the recommendations.
We provide the flexibility to choose the fee structure that suits you. The fee can be determined based on: the value of the assets, an hourly charge (generally $250.00), or a fixed fee mutually agreed upon prior to the services being performed.
We do require a retainer to be paid before any services are performed. An additional retainer will be paid when recommendations and observations are presented. Depending on the specific agreement, additional fees may apply as the plan is implemented. All of which will be fully disclosed before-hand.
The agreed fee arrangement will be reflected in a written Agreement prior to the services being performed.
The minimum comprehensive financial planning fee is $2,200.
The minimum project-based financial planning fee is $250.
Collaborative Financial Planning fees are based on an agreed hourly rate. Our current hourly rate is $250.
The hourly rate will be reflected in a written Agreement prior to the services being provided.
Portfolio Management Services fees are based on an annual percentage of assets under management based on the market value of those assets:
| Annual Fee | ||
| First | $1,000,000 | 1.00% |
| Next | $1,000,000 | .75% |
| Over | $2,000,000 | .60% |
| Minimum fee | $2,500 |
Fees may be negotiated based on unusual and unique individual circumstances.
All fee arrangements will be reflected in a written Agreement.
Investment Analysis Services fees are determined based on the complexity of the situation, nature of assets and related factors. The fee can be determined based on: the value of the assets, hourly charge, or fixed fee basis as mutually agreed to with the client prior to the services being performed. A retainer of 25% of the estimated fee, if in excess of $1,000, will generally be required before the services are performed. The balance will be due when the service has been provided.
The agreed fee arrangement will be reflected in an Agreement prior to the services being performed.
The minimum fee for investment analysis services is $250.
