Client-centered, fee-only planners, are compensated for their knowledge and services, much like an attorney or a physician. We do not receive commissions from the sale of products or any referral fees for referrals. No pushy sales tactics--just unbiased advice.
Investment/Advisement Management Fee
For portfolio advisory and management services, there are no implementation, set-up or upfront fees and there are no exit fees. We charge a single ongoing fee for the monitoring, management and administration of your investment portfolio, per the following table. NOTE: 0.9% annually is the maximum fee for all AUM clients.
|Assets Under Management||Management Fee|
|$0 - $499,999||0.9% annually (0.225% quarterly)|
|$500,000 - $999,999||0.8% annually (0.200% quarterly)|
|$1,000,000 - $2,499,999||0.7% annually (0.175% quarterly)|
|$2,500,000 - $4,999,999||0.6% annually (0.150% quarterly)|
|$5,000,000 - $9,999,999||0.5% annually (0.125% quarterly)|
|$10,000,000 or more||0.4% annually (0.100% quarterly)|
Financial Planning/Advice Fee
Our initial half-hour discovery meeting is complimentary, where we can interview each other. This meeting will conclude with a recommendation and specific price quote which will depend on your unique circumstances and needs.
In general, three packages are available and exact terms will be quoted during the initial meeting.
|Service Package||Services Provided|
|Gold Package -- Basic Plan||$300 for one hour meeting & basic plan|
|Diamond Package -- Full Plan||$600 for two hour meeting & full plan|
|Four Stars Package -- Full Plan & Qtrly Mtgs||$1,500 for initial two hour meeting plus three quarterly 2 hour meetings & full plan|