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
Flat FeeBilled in six, $500/mo installments -or- 50%/50%
-
Financial Goal Setting
-
Retirement Readiness Analysis
-
Net Worth Statement
-
Investment and Portfolio Strategy
-
Strategic Tax Planning
-
Charitable Gift Planning
-
Estate and Trust Structuring
-
Risk Management and Asset Protection
-
Life Insurance Needs Analysis
-
Lifestyle Budgeting
-
Social Security Options and Approach
-
Education and College Funding
Business Financial Planning
Financial planning for those who own and operate a business
$
4,200
Billed in six, $700/mo installments -or- 50%/50%
00
Flat FeeBilled in six, $700/mo installments -or- 50%/50%
-
INCLUDES a Personal Financial Planning
-
Entity Structure Review and Analysis
-
Qualified Retirement Plan Evaluation
-
Profit & Loss Statement and Balance Sheet Review
-
Valuation Report with KPIs
-
Continuity & Succession Planning
Hourly Consultation Fee
For those who have a specific financial services request
$
350
Billed 50% upfront and 50% upon completion
00
HourlyBilled 50% upfront and 50% upon completion
-
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% |