Investment Advisory and Planning Fees
Annualized Fee-Based Investment Management and Planning Fees
| Under $500,000 | 1.50% (Min $375/qtr) |
| $500,001-$1,000,000 | 1.20% |
| $1,000,000-$2,000,0000 | 0.85% |
| $2,000,000-$3,500,000 | 0.75% |
| $3,500,000-$5,000,000 | 0.65% |
| over $5,000,000 | call for quote |
| Financial Plan development and implementation | Billed based on complexity. $3000 minimum. |
| Annual Plan review and update | 75% of the initial planning fee |
