Actual fee is determined through our Relationship Complexity matrix which will be presented and discussed as part of our financial planning consultation process.
Cost of the plan may be reduced by investment management fees.
Actual fee is determined through our Relationship Complexity matrix which will be presented and discussed as part of our financial planning consultation process.
Cost of the plan may be reduced by investment management fees.
FEE-BASED STRUCTURE
Investment Management
Tiered Fee Structure
Our investment management fees are deducted quarterly in advance from your account as follows:
$1,000,000-$2,500,000 | 1.00% (Minimum fee is $10,000) |
Next $2,500,001—$4,000,000 | .85% |
Next $4,000,001—$6,500,000 | .75% |
Next $6,500,001—$10,000,000 | .65% |
Next $10,000,001—$35,000,000 | .40% |
Next $35,000,001 + | .35% |
NOTE: In certain situations, additional fees may apply for non-managed accounts.
Financial Planning
Plan Type and Fee Schedule
Our annual financial planning fees are billed quarterly in advance
SIMPLE | MODERATE | COMPLEX |
One Goal | Two or Three Goals | Three or More Goals |
Simple tax situation | Moderate tax situation | Complex tax situation |
Simple estate situation | Moderate estate situation | Complex estate situation |
Simple asset structure | Moderate asset structure | Complex asset structure |
$2,000—$3,500 | $4,000—$6,000 | $7,000—$10,000 |
Suitable for clients with a net worth under $1,000,000 | Suitable for clients with a net worth over $1,000,000 | Suitable for clients with businesses, trusts, etc. |
NOTES:
- Actual fee is determined through our Relationship Complexity matrix which will be presented and discussed as part of our financial planning consultation process.
- Cost of the plan may be reduced by investment management fees.
INVESTMENT FEE STRUCTURE FINANCIAL PLANNING FEE
Have a Question About Our Fees?