Our fee-based financial advisor cost structure is straight forward; we're not hiding anything.
Personal Financial Planning
Financial planning for those who do not own a business
$
3,000
00
Flat Fee* -
*Billed in six, $500/mo installments -or- 50%/50%
-
Retirement Cash Flow Analysis, including Social Security
-
Unlimited Financial Goal Planning
-
Life Insurance Needs Analysis
-
Net Worth Statements
-
Estate Planning Analysis
-
Investment Strategy Planning
Business Financial Planning
Financial planning for those who own and operate a business
$
4,200
00
Flat Fee* -
*Billed in six, $700/mo installments -or- 50%/50%
-
Everything included in the Personal Financial Planning
-
Analysis of Current Business Retirement Plan Type
-
Corporate Cash Flow Planning
-
Business Continuity Planning
Retirement Plan or Portfolio Review
For Individuals who have an existing financial plan or investment strategy and just need a second opinion
$
500
00
Flat Fee* -
*Billed 50% upfront, 50% upon Completion
-
Fresh Set of Eyes on Your Current Strategy
-
Limited Scope Planning
-
Includes Risk Assessment
-
Includes Alternate Recommendations, if Applicable
Hourly Consultation Fee
For those who have a specific financial services request
$
350
00
Hourly -
Estimate Given Prior to Engagement
-
Fresh Set of Eyes on Your Current Strategy
-
Limited Scope Planning
Managed Investment Portfolios 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% |