Our Financial Planning Fees
An honest, devoted partner to help you navigate your finances
Unlike most other firms, we are not afraid of illustrating our fees upfront. We want you to know the entire story. Why wouldn't a financial planning firm list its fees upfront? We are not the least expensive, but we are candid, caring and ethical and will not play games in order to earn your trust.
FINANCIAL
PLANNING
We will be happy to discuss your personal planning situation
Financial planning can involve a single area of planning or encompass all aspects of a financial plan.
Therefore, the fee for a single category of financial planning whether that be Retirement Planning, Budgeting & Cash Flow, Social Security Maximization, Goal Planning, Education Planning, General Investment Advice, etc., will begin at $1,000 and increase based upon the complexity of the situation.
A comprehensive financial plan incorporating all aspects of finances will begin at $3,500, not to exceed $5,000.
Once the fee is paid, services for the initial planning segment(s) will be available for the next 12 months at no additional cost. This includes phone consultations and in person or virtual meetings.
We will be happy to discuss your personal planning situation and calculate a fee prior to any planning being done in an effort to be completely transparent.
INVESTMENT
MANAGEMENT
We invite you to compare
After a thorough examination and discussion of your current investment scenario, our investment management fees are as follows:
| Assets Under Mgt. | Advisory Fee |
| Up to $1,000,000 | 1.00% |
| Next $4,000,000 | 0.50% |
| Amounts Above
$5,000,000 |
0.25% |
The Advisory Fee is deducted from the account directly and paid quarterly. Minimum assets to be managed is $500,000, excluding real estate and company retirement plans or any other personal assets.
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