Initial Introductory Meeting- No fee
Financial plans and financial planning may include, but is not limited to; investment planning, retirement planning, estate planning, college planning, tax planning, life insurance analysis, and debt/credit planning. Depending upon the complexity of the situation and your needs, the rate for financial planning is between $1,000 and $10,000. Fees are paid in arrears upon completion.
A fee on Investment Management we provide for the client which includes portfolio management and financial consultation. Fees are billed quarterly, in advance, meaning we collect fees for the next three-month billing period. Client accounts are billed directly.
Portfolio Value & Annual Fee:
$500,000 - $2,000,000 @
$2,000,001 - $5,000,000 @
$5,000,001 - $10,000,000 @ 0.75%
$10,000,001 & Above @ 0.50%
Nominal transaction charges and internal expenses charged by certain investment products may apply.
Brokerage products and services may occur commissions or other brokerage charges/fees. See advisor for more details.