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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.

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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.

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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 @  

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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.

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