Our fee-based financial advisor cost structure is straight forward.
Personal Financial Planning
Financial planning for those who do not own a business
$
3,000
Billed in six, $500/mo installments -or- 50%/50%
00
One-time, Flat FeeBilled in six, $500/mo installments -or- 50%/50%
-
Strategic Tax Planning
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Retirement Readiness Analysis
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Investment and Portfolio Strategy
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Financial Goal Setting
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Risk Management and Asset Protection
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Charitable Gift Planning
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Estate and Trust Structuring
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Life Insurance Needs Analysis
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Lifestyle Budgeting
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Social Security Options and Approach
-
Education and College Funding
Investment Portfolio Management Fee
| Assets Under Management | Annual Fee | Billed Monthly |
| Up to $249,999.99 | 1.50% | 0.1250% |
| $250,000 to $749,999.99 | 1.35% | 0.1125% |
| $750,000 to $1,499.999.99 | 1.15% | 0.0958% |
| $1,500,000 to $2,999,999.99 | 1.00% | 0.0833% |
| $3,000,000 to $4,999,999.99 | 0.85% | 0.0708% |
| $5,000,000 to $9,999,999.99 | 0.75% | 0.0625% |
| Great than $10,000,000 | 0.50% | 0.0471% |
Fees won’t increase without approval and are a clear line-item on your custodial account statement. Some client fees may be different than those listed above.
Business Financial Planning
Financial planning for Business Owners
$
3,000
00
Quarterly-
Analyze Strategies to Reduce Taxes
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Discover & Optimize your Business Value for Retirement
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Establish & Track your Budget through Seasonal Trends
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Translate your Financial Reports into Meaningful Goals
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Collaborate on Employee Benefits to Retain Top Talent
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INCLUDING FOR THE BUSINESS OWNER
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Marry your Personal Financial Goals with your Business
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Comprehensive Financial & Retirement Plan Tailored to you
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Coordinate with your Tax, Insurance, and Legal Advisors to Free up your Time
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Net Worth Statement Tracking to Know where you Stand
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Investment Portfolio Optimization & Recommendations