Fees

Initial Introductory Meeting- No fee

 

Financial Planning

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.

Investment Management

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 @ 1.50%

  • $2,000,001 - $5,000,000 @ 1.50%

  • $5,000,001 - $10,000,000 @  

  • $10,000,001 & Above @  

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.

Sherman Fernandes | Financial Advisor| Rome, Georgia

SJF Investment Management, Investment Management, Financial Planning, Wealth Managment, Sherman Fernandes, Rome, Georgia
Sherman Fernandes | Financial Advisor| Rome, Georgia