Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and is calculated as follows: ($0 - $50,000 1.00%) ($50,001 - $100,000 0.75%) ($100,001 - $500,000 0.50%) ($500,000 - Above 0.25%)
An example would be an account with $25,000 would be debited $62.50 on a quarterly basis. An account of $600,000 would be debited $375 on a quarterly basis. We walk you through how fee’s will be calculated and what you will pay so there is no mystery.
Financial Planning Hourly
Financial Planning fee is an hourly rate between $125 and $200 per hour, depending on complexity. The fee may be negotiable in certain cases and is due at the completion of the engagement. Fees for this service may be paid by electronic funds transfer or check. Again we are fully transparent and explain the costs before you ever receive an invoice.
Comprehensive Financial Planning
Comprehensive Financial Planning consists of an upfront charge of $100 and an ongoing fee that is paid monthly, in advance, at the rate of $80 - $200 per month. The fee may be negotiable in certain cases. Fees for this service may be paid by electronic funds transfer or check. This service typically requires several meetings and an ongoing engagement but can truly transform your financial picture. This is the way to take control of your money and investments and put it to work for you.