What does it cost?
It's important to us that you understand the costs of our services which includes fiduciary financial planning and investment advice. We promise to always be upfront with you about costs and are always happy to answer any questions.
Proactive Financial Planning & Investment Management
Our costs for investment advisory services and comprehensive financial planning are outlined in the table below. Fees are incremental. They are billed quarterly in advance based on the value of accounts at the end of each quarter. There is a $10,000 minimum investment annually.
| Fee-Based Relationship Value | Annualized Fee |
|---|---|
| Amounts less than $500,000: | |
| First $500,000 | 1.30% |
| Amounts greater than $500,000: | |
| First $1,000,000 | 1.00% |
| Next $4,000,000 | 0.85% |
| Next $5,000,000 | 0.70% |
| Next $10,000,000 | 0.50% |
| Amount over $20,000,000 | 0.40% |
Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide.