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.
YOUR FIRST 90 DAYS
Get Organized & Make a Plan
Your initial Financial Plan with 90 days of proactive financial services typically starts at $4,000+. Your cost will be based on the complexity of your financial situation. This initial 90-day phase will include several meetings, an organized action list, and assistance with getting things done.
ONGOING SUPPORT
Proactive Investment Management & Financial Planning
Our costs for ongoing Investment Advisory Services are outlined in the table below (this includes comprehensive financial planning). Fees are incremental. They are charged quarterly in advance based on the value of accounts at the end of each quarter. There is a $5,000 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.