Fee Based Financial Advisor Cost

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
One-time, Flat Fee
Billed in six, $500/mo installments -or- 50%/50%
  • Strategic Tax Planning
  • Retirement Readiness Analysis
  • Investment and Portfolio Strategy
  • Financial Goal Setting
  • Risk Management and Asset Protection
  • Charitable Gift Planning
  • Estate and Trust Structuring
  • Life Insurance Needs Analysis
  • Lifestyle Budgeting
  • Social Security Options and Approach
  • Education and College Funding

Investment Portfolio Management Fee

Assets Under ManagementAnnual FeeBilled Monthly
Up to $249,999.991.50%0.1250%
$250,000 to $749,999.991.35%0.1125%
$750,000 to $1,499.999.991.15%0.0958%
$1,500,000 to $2,999,999.991.00%0.0833%
$3,000,000 to $4,999,999.990.85%0.0708%
$5,000,000 to $9,999,999.990.75%0.0625%
Great than $10,000,0000.50%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
  • Analyze Strategies to Reduce Taxes
  • Discover & Optimize your Business Value for Retirement
  • Establish & Track your Budget through Seasonal Trends
  • Translate your Financial Reports into Meaningful Goals
  • Collaborate on Employee Benefits to Retain Top Talent
  • Marry your Personal Financial Goals with your Business
  • Comprehensive Financial & Retirement Plan Tailored to you
  • Coordinate with your Tax, Insurance, and Legal Advisors to Free up your Time
  • Net Worth Statement Tracking to Know where you Stand
  • Investment Portfolio Optimization & Recommendations